Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,859
Closed -$203K 448
2023
Q1
$203K Buy
+3,859
New +$203K 0.03% 371
2020
Q3
Sell
-185
Closed -$10K 345
2020
Q2
$10K Sell
185
-90
-33% -$4.87K 0.01% 643
2020
Q1
$11K Sell
275
-17
-6% -$680 0.01% 576
2019
Q4
$12K Buy
+292
New +$12K 0.01% 595