Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,161
Closed -$130K 903
2023
Q2
$130K Buy
+11,161
New +$130K ﹤0.01% 864
2020
Q3
Sell
-23,252
Closed -$277K 584
2020
Q2
$277K Sell
23,252
-388
-2% -$4.62K 0.04% 420
2020
Q1
$286K Sell
23,640
-3,425
-13% -$41.4K 0.06% 373
2019
Q4
$395K Sell
27,065
-3,351
-11% -$48.9K 0.08% 218
2019
Q3
$474K Sell
30,416
-18,271
-38% -$285K 0.08% 309
2019
Q2
$765K Sell
48,687
-204
-0.4% -$3.21K 0.13% 207
2019
Q1
$797K Buy
+48,891
New +$797K 0.14% 206