Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-167
Closed -$1.02K 3286
2022
Q4
$1.02K Hold
167
﹤0.01% 3556
2022
Q3
$1K Hold
167
﹤0.01% 3790
2022
Q2
$1K Sell
167
-39,150
-100% -$234K ﹤0.01% 3789
2022
Q1
$592K Buy
+39,317
New +$592K ﹤0.01% 2860
2020
Q1
Sell
-18,175
Closed -$778K 3346
2019
Q4
$778K Buy
+18,175
New +$778K ﹤0.01% 2668
2019
Q1
Sell
-40,000
Closed -$1.11M 3374
2018
Q4
$1.11M Sell
40,000
-86,752
-68% -$2.4M ﹤0.01% 2212
2018
Q3
$2.26M Sell
126,752
-46,184
-27% -$822K ﹤0.01% 1878
2018
Q2
$2.83M Buy
172,936
+166,936
+2,782% +$2.73M ﹤0.01% 1818
2018
Q1
$209K Sell
6,000
-52,600
-90% -$1.83M ﹤0.01% 3267
2017
Q4
$1.4M Sell
58,600
-102,974
-64% -$2.45M ﹤0.01% 2301
2017
Q3
$4.44M Buy
161,574
+92,474
+134% +$2.54M ﹤0.01% 1519
2017
Q2
$1.46M Buy
+69,100
New +$1.46M ﹤0.01% 2102