Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-19,721
Closed -$43K 2610
2023
Q2
$43K Buy
+19,721
New +$43K ﹤0.01% 1837
2023
Q1
Sell
-137,949
Closed -$826K 2754
2022
Q4
$826K Buy
+137,949
New +$826K 0.01% 1006
2022
Q2
Sell
-32,723
Closed -$372K 3284
2022
Q1
$372K Sell
32,723
-46,596
-59% -$530K ﹤0.01% 1881
2021
Q4
$1.22M Buy
79,319
+63,811
+411% +$979K 0.01% 837
2021
Q3
$431K Sell
15,508
-16,254
-51% -$452K ﹤0.01% 1934
2021
Q2
$1.01M Buy
+31,762
New +$1.01M 0.01% 1045