Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-12,132
Closed -$85K 1609
2023
Q3
$85K Buy
+12,132
New +$85K 0.01% 849
2022
Q3
Sell
-16,238
Closed -$349K 1763
2022
Q2
$349K Buy
+16,238
New +$349K 0.03% 515
2021
Q2
Sell
-4,019
Closed -$274K 1554
2021
Q1
$274K Buy
+4,019
New +$274K 0.02% 875
2019
Q4
Sell
-9,834
Closed -$222K 1474
2019
Q3
$222K Buy
+9,834
New +$222K 0.02% 908
2019
Q2
Sell
-35,430
Closed -$1.12M 1466
2019
Q1
$1.12M Buy
+35,430
New +$1.12M 0.06% 270
2018
Q3
Sell
-23,360
Closed -$286K 1582
2018
Q2
$286K Buy
23,360
+622
+3% +$7.62K 0.02% 1185
2018
Q1
$181K Buy
+22,738
New +$181K 0.01% 1397