Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$256K Buy
959
+158
+20% +$42.2K 0.1% 192
2023
Q2
$210K Buy
+801
New +$210K 0.08% 247
2021
Q3
Sell
-1,300
Closed -$318K 124
2021
Q2
$318K Buy
1,300
+397
+44% +$97.1K 0.07% 230
2021
Q1
$212K Sell
903
-2,703
-75% -$635K 0.06% 265
2020
Q4
$905K Buy
3,606
+817
+29% +$205K 0.28% 91
2020
Q3
$719K Buy
+2,789
New +$719K 0.29% 84