Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-62,440
Closed -$141K 145
2023
Q2
$141K Sell
62,440
-103,639
-62% -$234K 0.02% 128
2023
Q1
$440K Buy
+166,079
New +$440K 0.06% 115
2022
Q2
Sell
-138,917
Closed -$1.57M 198
2022
Q1
$1.57M Sell
138,917
-79
-0.1% -$890 0.21% 67
2021
Q4
$1.74M Sell
138,996
-37,075
-21% -$465K 0.21% 64
2021
Q3
$2.18M Buy
176,071
+15,954
+10% +$198K 0.28% 47
2021
Q2
$2.18M Buy
160,117
+4,725
+3% +$64.2K 0.26% 46
2021
Q1
$2.07M Buy
155,392
+12,957
+9% +$173K 0.25% 47
2020
Q4
$1.38M Buy
+142,435
New +$1.38M 0.18% 46