Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-183
Closed -$11.6K 297
2023
Q1
$11.6K Buy
+183
New +$11.6K 0.02% 198
2022
Q1
Sell
-9,226
Closed -$581K 268
2021
Q4
$581K Buy
9,226
+91
+1% +$5.73K 0.16% 141
2021
Q3
$576K Buy
+9,135
New +$576K 0.16% 135
2021
Q2
Sell
-8,884
Closed -$467K 292
2021
Q1
$467K Buy
+8,884
New +$467K 0.15% 162
2017
Q3
Sell
-28,994
Closed -$1.51M 154
2017
Q2
$1.51M Buy
+28,994
New +$1.51M 1.38% 26