Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$250K Sell
1,676
-437
-21% -$65.1K 0.1% 196
2023
Q2
$303K Sell
2,113
-188
-8% -$26.9K 0.11% 181
2023
Q1
$291K Buy
+2,301
New +$291K 0.12% 179
2021
Q1
Sell
-3,590
Closed -$420K 296
2020
Q4
$420K Buy
3,590
+138
+4% +$16.1K 0.13% 157
2020
Q3
$409K Buy
+3,452
New +$409K 0.17% 125