Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,035
Closed -$90K 383
2022
Q4
$90K Buy
+10,035
New +$90K 0.03% 300
2019
Q2
Sell
-17,315
Closed -$191K 100
2019
Q1
$191K Sell
17,315
-441,075
-96% -$4.87M 0.06% 72
2018
Q4
$2.53M Buy
+458,390
New +$2.53M 0.64% 21