Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,999
Closed -$592K 598
2022
Q4
$592K Buy
3,999
+306
+8% +$45.3K 0.11% 254
2022
Q3
$521K Buy
+3,693
New +$521K 0.08% 264
2019
Q1
Sell
-1,940
Closed -$208K 622
2018
Q4
$208K Buy
+1,940
New +$208K 0.03% 476
2017
Q3
Sell
-13,937
Closed -$1.27M 633
2017
Q2
$1.27M Sell
13,937
-23,024
-62% -$2.1M 0.1% 337
2017
Q1
$3.45M Buy
+36,961
New +$3.45M 0.26% 140