Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-20,500
Closed -$158K 2656
2023
Q1
$158K Buy
20,500
+5,018
+32% +$38.6K ﹤0.01% 2447
2022
Q4
$131K Sell
15,482
-1,929
-11% -$16.3K ﹤0.01% 2447
2022
Q3
$158K Buy
+17,411
New +$158K ﹤0.01% 2341
2021
Q4
Sell
-14,747
Closed -$132K 2795
2021
Q3
$132K Sell
14,747
-6,766
-31% -$60.6K ﹤0.01% 2584
2021
Q2
$263K Buy
21,513
+2,753
+15% +$33.7K ﹤0.01% 2414
2021
Q1
$277K Buy
+18,760
New +$277K ﹤0.01% 2313