Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$139K Sell
15,169
-801
-5% -$7.34K 0.02% 333
2023
Q2
$159K Sell
15,970
-346
-2% -$3.45K 0.02% 345
2023
Q1
$186K Buy
+16,316
New +$186K 0.02% 325
2022
Q2
$182K Buy
14,624
+4,349
+42% +$54.1K 0.02% 291
2022
Q1
$116K Buy
+10,275
New +$116K 0.01% 327
2020
Q1
Sell
-15,667
Closed -$170K 154
2019
Q4
$170K Sell
15,667
-454
-3% -$4.93K 0.05% 170
2019
Q3
$157K Buy
16,121
+5,172
+47% +$50.4K 0.05% 159
2019
Q2
$126K Buy
+10,949
New +$126K 0.04% 161