Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,907
Closed -$447K 395
2023
Q1
$447K Buy
10,907
+2,951
+37% +$121K 0.01% 308
2022
Q4
$276K Buy
+7,956
New +$276K 0.01% 306
2021
Q4
Sell
-12,791
Closed -$530K 314
2021
Q3
$530K Buy
+12,791
New +$530K 0.01% 427
2021
Q2
Sell
-6,857
Closed -$303K 663
2021
Q1
$303K Buy
+6,857
New +$303K ﹤0.01% 433
2019
Q4
Sell
-222,334
Closed -$5.11M 342
2019
Q3
$5.11M Buy
+222,334
New +$5.11M 0.08% 139