Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,504
Closed -$261K 1071
2023
Q2
$261K Sell
2,504
-168
-6% -$17.5K ﹤0.01% 897
2023
Q1
$326K Buy
2,672
+272
+11% +$33.2K ﹤0.01% 767
2022
Q4
$300K Buy
+2,400
New +$300K ﹤0.01% 708
2020
Q3
Sell
-2,063
Closed -$206K 578
2020
Q2
$206K Buy
+2,063
New +$206K 0.01% 470
2020
Q1
Sell
-2,615
Closed -$262K 546
2019
Q4
$262K Buy
2,615
+233
+10% +$23.3K 0.01% 488
2019
Q3
$210K Buy
+2,382
New +$210K 0.01% 480