Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-20,400
Closed -$145K 756
2022
Q4
$145K Buy
20,400
+10,000
+96% +$71.2K 0.02% 635
2022
Q3
$76K Buy
+10,400
New +$76K 0.02% 611
2020
Q4
Sell
-148,912
Closed -$669K 443
2020
Q3
$669K Buy
+148,912
New +$669K 0.16% 164