Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,969
Closed -$390K 302
2023
Q2
$390K Buy
+2,969
New +$390K 0.01% 295
2021
Q3
Sell
-1,670
Closed -$218K 626
2021
Q2
$218K Buy
1,670
+1,334
+397% +$174K ﹤0.01% 468
2021
Q1
$48K Sell
336
-2,364
-88% -$338K ﹤0.01% 646
2020
Q4
$278K Buy
+2,700
New +$278K ﹤0.01% 469
2020
Q3
Sell
-22,755
Closed -$1.26M 567
2020
Q2
$1.26M Buy
+22,755
New +$1.26M 0.03% 268
2020
Q1
Sell
-783,615
Closed -$60.5M 468
2019
Q4
$60.5M Buy
783,615
+127,294
+19% +$9.83M 0.88% 27
2019
Q3
$49.7M Buy
+656,321
New +$49.7M 0.73% 28