Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-11,361
Closed -$125K 393
2022
Q4
$125K Buy
+11,361
New +$125K 0.06% 248
2022
Q3
Sell
-15,045
Closed -$200K 300
2022
Q2
$200K Buy
15,045
+9,086
+152% +$121K 0.15% 204
2022
Q1
$228K Buy
+5,959
New +$228K 0.13% 176
2020
Q1
Sell
-19,200
Closed -$826K 146
2019
Q4
$826K Buy
+19,200
New +$826K 0.6% 69
2019
Q3
Sell
-26,894
Closed -$1.77M 119
2019
Q2
$1.77M Buy
+26,894
New +$1.77M 1.12% 33