Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,951
Closed -$366K 287
2022
Q4
$366K Sell
2,951
-3,179
-52% -$394K 0.18% 113
2022
Q3
$734K Buy
+6,130
New +$734K 0.26% 122
2019
Q1
Sell
-9,886
Closed -$1.22M 621
2018
Q4
$1.22M Buy
+9,886
New +$1.22M 0.12% 295