Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-44,121
Closed -$379K 1006
2023
Q3
$379K Buy
+44,121
New +$379K 0.02% 466
2021
Q1
Sell
-9,600
Closed -$219K 1096
2020
Q4
$219K Buy
+9,600
New +$219K 0.01% 630
2020
Q3
Sell
-6,110
Closed -$68K 1377
2020
Q2
$68K Buy
+6,110
New +$68K ﹤0.01% 739
2019
Q3
Sell
-17,947
Closed -$600K 1191
2019
Q2
$600K Buy
+17,947
New +$600K 0.03% 251
2019
Q1
Sell
-147
Closed -$4K 1349
2018
Q4
$4K Sell
147
-2,471
-94% -$67.2K ﹤0.01% 1282
2018
Q3
$47K Buy
2,618
+2,247
+606% +$40.3K ﹤0.01% 822
2018
Q2
$6K Buy
+371
New +$6K ﹤0.01% 1253