Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-22,309
Closed -$94.6K 415
2022
Q4
$94.6K Sell
22,309
-17,845
-44% -$75.7K 0.01% 369
2022
Q3
$234K Sell
40,154
-133
-0.3% -$775 0.02% 275
2022
Q2
$332K Sell
40,287
-4,199
-9% -$34.6K 0.02% 289
2022
Q1
$803K Sell
44,486
-71,693
-62% -$1.29M 0.04% 184
2021
Q4
$4.46M Buy
116,179
+10,840
+10% +$416K 0.21% 62
2021
Q3
$5.28M Buy
105,339
+18,821
+22% +$943K 0.3% 56
2021
Q2
$4.77M Buy
86,518
+7,324
+9% +$403K 0.33% 51
2021
Q1
$5.27M Buy
79,194
+27,176
+52% +$1.81M 0.76% 40
2020
Q4
$4.2M Buy
+52,018
New +$4.2M 0.48% 34