Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-6,180
Closed -$517K 140
2022
Q3
$517K Buy
+6,180
New +$517K 0.2% 110
2021
Q1
Sell
-7,100
Closed -$631K 210
2020
Q4
$631K Sell
7,100
-800
-10% -$71.1K 0.2% 143
2020
Q3
$823K Sell
7,900
-740
-9% -$77.1K 0.3% 84
2020
Q2
$741K Buy
+8,640
New +$741K 0.29% 80