Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,087
Closed -$256K 719
2022
Q4
$256K Buy
+5,087
New +$256K 0.04% 403
2022
Q2
Sell
-5,311
Closed -$292K 706
2022
Q1
$292K Buy
+5,311
New +$292K 0.05% 393
2020
Q2
Sell
-2,901
Closed -$34K 1356
2020
Q1
$34K Sell
2,901
-1,052
-27% -$12.3K 0.01% 859
2019
Q4
$136K Buy
+3,953
New +$136K 0.01% 704