Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,055
Closed -$286K 669
2023
Q1
$286K Buy
+4,055
New +$286K 0.01% 546
2020
Q3
Sell
-4,307
Closed -$247K 531
2020
Q2
$247K Sell
4,307
-142
-3% -$8.14K 0.01% 464
2020
Q1
$226K Sell
4,449
-31
-0.7% -$1.58K 0.01% 424
2019
Q4
$253K Buy
4,480
+450
+11% +$25.4K 0.01% 469
2019
Q3
$235K Sell
4,030
-154
-4% -$8.98K 0.01% 486
2019
Q2
$260K Buy
+4,184
New +$260K 0.01% 475