Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-8,052
Closed -$360K 357
2023
Q2
$360K Buy
+8,052
New +$360K 0.19% 159
2022
Q3
Sell
-5,430
Closed -$226K 423
2022
Q2
$226K Buy
+5,430
New +$226K 0.61% 47
2021
Q1
Sell
-1,278
Closed -$64K 507
2020
Q4
$64K Sell
1,278
-3,502
-73% -$175K 0.07% 288
2020
Q3
$249K Buy
+4,780
New +$249K 0.25% 152
2020
Q2
Sell
-4,683
Closed -$141K 496
2020
Q1
$141K Buy
+4,683
New +$141K 0.23% 177