Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-12,800
Closed -$50K 1948
2023
Q1
$50K Buy
+12,800
New +$50K ﹤0.01% 1784
2021
Q3
Sell
-1,500
Closed -$16K 2239
2021
Q2
$16K Sell
1,500
-1,700
-53% -$18.1K ﹤0.01% 2185
2021
Q1
$37K Sell
3,200
-17,600
-85% -$204K ﹤0.01% 2063
2020
Q4
$199K Buy
20,800
+4,600
+28% +$44K ﹤0.01% 1743
2020
Q3
$99K Hold
16,200
﹤0.01% 1843
2020
Q2
$77K Buy
+16,200
New +$77K ﹤0.01% 1837