Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,353
Closed -$88K 321
2023
Q2
$88K Buy
+3,353
New +$88K 0.02% 181
2020
Q1
Sell
-35,075
Closed -$806K 314
2019
Q4
$806K Buy
+35,075
New +$806K 0.08% 162
2019
Q1
Sell
-95,550
Closed -$2.19M 411
2018
Q4
$2.19M Buy
+95,550
New +$2.19M 0.17% 146