Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-12,846
Closed -$209K 499
2023
Q1
$209K Buy
+12,846
New +$209K 0.03% 455
2022
Q4
Sell
-13,175
Closed -$278K 514
2022
Q3
$278K Sell
13,175
-15,524
-54% -$328K 0.05% 383
2022
Q2
$539K Buy
+28,699
New +$539K 0.13% 248
2021
Q4
Sell
-3,130
Closed -$213K 432
2021
Q3
$213K Buy
+3,130
New +$213K 0.06% 366
2020
Q2
Sell
-7
Closed 331
2020
Q1
$0 Buy
+7
New ﹤0.01% 543
2019
Q2
Sell
-3,790
Closed -$144K 298
2019
Q1
$144K Buy
+3,790
New +$144K 0.36% 129