Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,347
Closed -$41K 650
2023
Q2
$41K Sell
3,347
-4,646
-58% -$56.9K 0.01% 443
2023
Q1
$96K Buy
+7,993
New +$96K 0.02% 342
2021
Q1
Sell
-1,163
Closed -$8K 815
2020
Q4
$8K Buy
+1,163
New +$8K ﹤0.01% 559
2019
Q3
Sell
-2,791
Closed -$37K 390
2019
Q2
$37K Buy
+2,791
New +$37K ﹤0.01% 339