Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,158
Closed -$200K 101
2023
Q1
$200K Buy
+3,158
New +$200K 0.05% 98
2021
Q4
Sell
-17,032
Closed -$813K 78
2021
Q3
$813K Buy
17,032
+7
+0% +$334 0.19% 93
2021
Q2
$1.11M Sell
17,025
-186
-1% -$12.1K 0.27% 68
2021
Q1
$1.07M Buy
+17,211
New +$1.07M 0.27% 69
2020
Q2
Sell
-132
Closed -$4K 314
2020
Q1
$4K Hold
132
﹤0.01% 249
2019
Q4
$6K Hold
132
﹤0.01% 303
2019
Q3
$6K Sell
132
-634
-83% -$28.8K ﹤0.01% 293
2019
Q2
$40K Buy
+766
New +$40K 0.01% 216