Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-13,238
Closed -$175K 2441
2023
Q1
$175K Buy
+13,238
New +$175K 0.02% 794
2020
Q3
Sell
-14,220
Closed -$318K 1820
2020
Q2
$318K Buy
+14,220
New +$318K 0.04% 524
2019
Q3
Sell
-6,180
Closed -$310K 2067
2019
Q2
$310K Buy
+6,180
New +$310K 0.02% 756
2017
Q4
Sell
-3,668
Closed -$239K 3443
2017
Q3
$239K Buy
+3,668
New +$239K 0.01% 1629