Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,898
Closed -$227K 145
2022
Q4
$227K Buy
+1,898
New +$227K 0.15% 135
2022
Q1
Sell
-5,883
Closed -$1.29M 149
2021
Q4
$1.29M Sell
5,883
-4
-0.1% -$876 0.79% 32
2021
Q3
$1.22M Sell
5,887
-39
-0.7% -$8.11K 0.89% 27
2021
Q2
$1.22M Hold
5,926
0.89% 30
2021
Q1
$1.2M Sell
5,926
-401
-6% -$80.9K 1% 25
2020
Q4
$1.13M Buy
+6,327
New +$1.13M 0.95% 27