Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,102
Closed -$266K 304
2023
Q1
$266K Buy
+1,102
New +$266K 0.04% 243
2022
Q2
$333K Sell
1,369
-1,744
-56% -$424K 0.09% 128
2022
Q1
$753K Buy
+3,113
New +$753K 0.12% 115
2021
Q3
Sell
-1,150
Closed -$280K 186
2021
Q2
$280K Buy
1,150
+21
+2% +$5.11K 0.06% 151
2021
Q1
$281K Buy
1,129
+15
+1% +$3.73K 0.08% 151
2020
Q4
$256K Sell
1,114
-130
-10% -$29.9K 0.08% 145
2020
Q3
$293K Buy
+1,244
New +$293K 0.12% 97