Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,959
Closed -$236K 259
2023
Q2
$236K Sell
3,959
-1,603
-29% -$95.6K 0.13% 221
2023
Q1
$353K Buy
+5,562
New +$353K 0.21% 140
2020
Q1
Sell
-673
Closed -$32K 178
2019
Q4
$32K Buy
+673
New +$32K 0.03% 331