Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,269
Closed -$210K 113
2022
Q3
$210K Buy
+2,269
New +$210K 0.01% 89
2020
Q4
Sell
-58,850
Closed -$7.88M 106
2020
Q3
$7.88M Sell
58,850
-2,263
-4% -$303K 0.22% 69
2020
Q2
$7.97M Buy
61,113
+2,891
+5% +$377K 0.24% 68
2020
Q1
$6.65M Buy
+58,222
New +$6.65M 0.24% 62
2019
Q3
Sell
-2,543
Closed -$369K 102
2019
Q2
$369K Buy
+2,543
New +$369K 0.01% 87