Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-12,141
Closed -$72.8K 349
2023
Q3
$72.8K Buy
+12,141
New +$72.8K ﹤0.01% 298
2023
Q2
Sell
-116,926
Closed -$845K 396
2023
Q1
$845K Buy
+116,926
New +$845K 0.02% 167
2021
Q3
Sell
-5,736
Closed -$62K 623
2021
Q2
$62K Sell
5,736
-97,890
-94% -$1.06M ﹤0.01% 594
2021
Q1
$875K Buy
103,626
+56,636
+121% +$478K 0.01% 282
2020
Q4
$369K Buy
+46,990
New +$369K 0.01% 421
2020
Q3
Sell
-164,592
Closed -$1.31M 565
2020
Q2
$1.31M Buy
+164,592
New +$1.31M 0.03% 255