Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-18,108
Closed -$84.2K 2058
2023
Q1
$84.2K Buy
18,108
+1,208
+7% +$5.62K ﹤0.01% 1460
2022
Q4
$38.2K Buy
+16,900
New +$38.2K ﹤0.01% 1504
2022
Q2
Sell
-57,400
Closed -$345K 1902
2022
Q1
$345K Buy
+57,400
New +$345K 0.01% 990
2021
Q3
Sell
-38,492
Closed -$571K 1386
2021
Q2
$571K Buy
+38,492
New +$571K 0.06% 435
2021
Q1
Sell
-33,630
Closed -$481K 1190
2020
Q4
$481K Buy
+33,630
New +$481K 0.08% 389