Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,841
Closed -$250K 150
2023
Q1
$250K Buy
+2,841
New +$250K 0.01% 127
2019
Q3
Sell
-1,513
Closed -$219K 117
2019
Q2
$219K Sell
1,513
-289
-16% -$41.8K 0.02% 114
2019
Q1
$313K Sell
1,802
-309
-15% -$53.7K 0.03% 86
2018
Q4
$336K Sell
2,111
-366
-15% -$58.3K 0.03% 77
2018
Q3
$436K Buy
2,477
+1,018
+70% +$179K 0.04% 70
2018
Q2
$240K Buy
1,459
+1,166
+398% +$192K 0.02% 97
2018
Q1
$1.12K Buy
+293
New +$1.12K 0.01% 98