Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-12,760
Closed -$609K 456
2023
Q2
$609K Buy
12,760
+4,418
+53% +$211K 0.01% 207
2023
Q1
$406K Buy
8,342
+1,820
+28% +$88.6K 0.01% 341
2022
Q4
$345K Buy
+6,522
New +$345K 0.01% 242
2020
Q4
Sell
-26,945
Closed -$1.49M 759
2020
Q3
$1.49M Sell
26,945
-1,312
-5% -$72.7K 0.03% 189
2020
Q2
$1.28M Buy
+28,257
New +$1.28M 0.03% 262