Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$111K Buy
1,718
+13
+0.8% +$839 0.01% 377
2023
Q2
$144K Sell
1,705
-170
-9% -$14.4K 0.02% 353
2023
Q1
$209K Buy
+1,875
New +$209K 0.02% 307
2022
Q2
Sell
-1,655
Closed -$206K 312
2022
Q1
$206K Buy
1,655
+700
+73% +$87.1K 0.02% 314
2021
Q4
$209K Buy
+955
New +$209K 0.02% 310
2019
Q2
Sell
-310
Closed -$21K 345
2019
Q1
$21K Buy
+310
New +$21K 0.01% 539