Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-21,050
Closed -$379K 282
2022
Q4
$379K Sell
21,050
-99
-0.5% -$1.78K 0.06% 182
2022
Q3
$359K Buy
+21,149
New +$359K 0.07% 180
2020
Q3
Sell
-36,244
Closed -$350K 240
2020
Q2
$350K Buy
36,244
+13,789
+61% +$133K 0.1% 145
2020
Q1
$184K Sell
22,455
-2,266
-9% -$18.6K 0.06% 188
2019
Q4
$255K Buy
+24,721
New +$255K 0.06% 163