Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,681
Closed -$239K 245
2023
Q2
$239K Sell
1,681
-100
-6% -$14.2K 0.09% 221
2023
Q1
$260K Buy
+1,781
New +$260K 0.1% 196
2021
Q3
Sell
-2,778
Closed -$455K 170
2021
Q2
$455K Sell
2,778
-45
-2% -$7.37K 0.1% 185
2021
Q1
$427K Buy
2,823
+297
+12% +$44.9K 0.13% 157
2020
Q4
$300K Buy
2,526
+382
+18% +$45.4K 0.09% 198
2020
Q3
$239K Buy
+2,144
New +$239K 0.1% 177