Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,484
Closed -$359K 502
2022
Q4
$359K Sell
1,484
-56
-4% -$13.5K 0.07% 344
2022
Q3
$341K Buy
+1,540
New +$341K 0.06% 316
2021
Q1
Sell
-4,473
Closed -$1.63M 506
2020
Q4
$1.63M Buy
+4,473
New +$1.63M 0.2% 164
2019
Q4
Sell
-4,989
Closed -$1.1M 492
2019
Q3
$1.1M Buy
4,989
+3,937
+374% +$871K 0.09% 315
2019
Q2
$216K Sell
1,052
-32,997
-97% -$6.78M 0.02% 472
2019
Q1
$6.22M Buy
34,049
+24,444
+254% +$4.47M 0.49% 57
2018
Q4
$1.37M Buy
+9,605
New +$1.37M 0.19% 171