Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-986
Closed -$14.9K 276
2023
Q2
$14.9K Buy
+986
New +$14.9K ﹤0.01% 305
2022
Q1
Sell
-969
Closed -$20K 313
2021
Q4
$20K Buy
969
+491
+103% +$10.1K ﹤0.01% 364
2021
Q3
$7K Sell
478
-120,966
-100% -$1.77M ﹤0.01% 405
2021
Q2
$1.81M Buy
+121,444
New +$1.81M 0.01% 307
2013
Q4
Sell
-227,383
Closed -$3.84M 248
2013
Q3
$3.84M Buy
+227,383
New +$3.84M 0.06% 160