Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-650
Closed -$22.7K 154
2022
Q4
$22.7K Buy
+650
New +$22.7K 0.02% 186
2022
Q1
Sell
-52,405
Closed -$1.4M 112
2021
Q4
$1.4M Sell
52,405
-142
-0.3% -$3.78K 0.84% 52
2021
Q3
$1.44M Buy
52,547
+1,096
+2% +$30K 0.89% 43
2021
Q2
$1.36M Buy
51,451
+619
+1% +$16.4K 0.84% 49
2021
Q1
$1.24M Sell
50,832
-2,848
-5% -$69.4K 0.92% 42
2020
Q4
$1.1M Buy
53,680
+1,325
+3% +$27.2K 0.85% 42
2020
Q3
$914K Buy
+52,355
New +$914K 0.76% 44