Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,112
Closed -$155K 407
2023
Q1
$155K Buy
+1,112
New +$155K 0.14% 218
2019
Q3
Sell
-735
Closed -$102K 410
2019
Q2
$102K Sell
735
-1,257
-63% -$174K 0.04% 357
2019
Q1
$270K Buy
+1,992
New +$270K 0.11% 218