Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,201
Closed -$54.7K 21
2022
Q4
$54.7K Buy
+1,201
New +$54.7K 0.16% 18
2022
Q1
Sell
-132,000
Closed -$5.19M 36
2021
Q4
$5.19M Sell
132,000
-90,043
-41% -$3.54M 5.71% 6
2021
Q3
$8.92M Hold
222,043
4.13% 7
2021
Q2
$10.7M Hold
222,043
2.36% 11
2021
Q1
$9.61M Sell
222,043
-8,457
-4% -$366K 2.34% 17
2020
Q4
$6.75M Buy
+230,500
New +$6.75M 1.15% 40