Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-116
Closed -$9K 234
2023
Q1
$9K Sell
116
-75
-39% -$5.82K 0.01% 145
2022
Q4
$14K Buy
+191
New +$14K 0.01% 165
2020
Q3
$179K Sell
2,086
-97
-4% -$8.32K 0.25% 115
2020
Q2
$173K Sell
2,183
-402
-16% -$31.9K 0.19% 115
2020
Q1
$197K Sell
2,585
-914
-26% -$69.7K 0.3% 89
2019
Q4
$263K Buy
+3,499
New +$263K 0.25% 108