Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-26,900
Closed -$4.66M 115
2022
Q4
$4.66M Buy
+26,900
New +$4.66M 0.36% 76
2022
Q2
Sell
-32,500
Closed -$7.52M 136
2022
Q1
$7.52M Buy
32,500
+2,600
+9% +$602K 0.51% 54
2021
Q4
$7.73M Buy
+29,900
New +$7.73M 0.44% 53
2020
Q4
Sell
-28,310
Closed -$7.12M 166
2020
Q3
$7.12M Buy
+28,310
New +$7.12M 0.21% 126