Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,868
Closed -$25.2K 1153
2023
Q3
$25.2K Buy
+11,868
New +$25.2K ﹤0.01% 964
2020
Q4
Sell
-105,489
Closed -$131K 1208
2020
Q3
$131K Buy
105,489
+3,076
+3% +$3.82K 0.01% 907
2020
Q2
$174K Sell
102,413
-13,873
-12% -$23.6K 0.01% 848
2020
Q1
$209K Sell
116,286
-27,584
-19% -$49.6K 0.02% 623
2019
Q4
$678K Buy
143,870
+57,004
+66% +$269K 0.03% 480
2019
Q3
$599K Sell
86,866
-6,642
-7% -$45.8K 0.03% 514
2019
Q2
$701K Sell
93,508
-31,800
-25% -$238K 0.03% 490
2019
Q1
$634K Buy
125,308
+28,899
+30% +$146K 0.03% 529
2018
Q4
$414K Buy
96,409
+85,093
+752% +$365K 0.03% 560
2018
Q3
$59K Buy
11,316
+962
+9% +$5.02K ﹤0.01% 1536
2018
Q2
$92K Buy
+10,354
New +$92K ﹤0.01% 1468