Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Hold
0
2874
2023
Q1
Hold
0
2753
2022
Q4
Sell
-9,591
Closed -$1.11M 2636
2022
Q3
$1.11M Buy
+9,591
New +$1.11M 0.02% 680
2022
Q2
Sell
-3,410
Closed -$165K 2681
2022
Q1
$165K Buy
+3,410
New +$165K ﹤0.01% 1544
2021
Q2
Sell
-8,977
Closed -$967 1510
2021
Q1
$967 Buy
+8,977
New +$967 0.06% 299
2020
Q1
Sell
-7,031
Closed -$236K 964
2019
Q4
$236K Buy
+7,031
New +$236K 0.02% 323