Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-29,296
Closed -$25K 1016
2023
Q1
$25K Buy
+29,296
New +$25K ﹤0.01% 937
2021
Q1
Sell
-164,402
Closed -$301K 1427
2020
Q4
$301K Sell
164,402
-207,685
-56% -$380K 0.02% 1045
2020
Q3
$115K Buy
372,087
+189,480
+104% +$58.6K ﹤0.01% 1394
2020
Q2
$40K Buy
+182,607
New +$40K ﹤0.01% 1422