Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,706
Closed -$493K 576
2023
Q1
$493K Buy
6,706
+3,639
+119% +$268K 0.06% 100
2022
Q4
$256K Buy
+3,067
New +$256K 0.03% 334
2019
Q4
Sell
-1,716
Closed -$225K 284
2019
Q3
$225K Sell
1,716
-230
-12% -$30.2K 0.04% 186
2019
Q2
$236K Buy
1,946
+71
+4% +$8.61K 0.04% 173
2019
Q1
$231K Buy
+1,875
New +$231K 0.04% 192
2018
Q4
Sell
-3,122
Closed -$390K 225
2018
Q3
$390K Buy
+3,122
New +$390K 0.09% 62
2018
Q1
Sell
-6,325
Closed -$333K 168
2017
Q4
$333K Buy
+6,325
New +$333K 0.08% 87