Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-107
Closed -$27.3K 167
2023
Q1
$27.3K Buy
+107
New +$27.3K 0.05% 123
2022
Q1
Sell
-10,387
Closed -$2.27M 196
2021
Q4
$2.27M Buy
10,387
+399
+4% +$87K 0.61% 31
2021
Q3
$2.18M Buy
9,988
+272
+3% +$59.3K 0.62% 31
2021
Q2
$2.05M Sell
9,716
-68
-0.7% -$14.4K 0.83% 30
2021
Q1
$2.55M Sell
9,784
-69
-0.7% -$18K 0.79% 19
2020
Q4
$2.08M Buy
9,853
+94
+1% +$19.8K 0.89% 34
2020
Q3
$2.15M Buy
9,759
+392
+4% +$86.3K 0.96% 29
2020
Q2
$1.71M Buy
+9,367
New +$1.71M 0.72% 52