Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-14,920
Closed -$395K 843
2023
Q1
$395K Buy
+14,920
New +$395K 0.03% 555
2019
Q1
Sell
-1,972
Closed -$52K 937
2018
Q4
$52K Buy
+1,972
New +$52K 0.02% 623
2018
Q1
$50K Sell
1,435
-213
-13% -$7.42K 0.02% 609
2017
Q4
$56K Buy
+1,648
New +$56K 0.03% 580