Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,172
Closed -$586K 115
2022
Q4
$586K Buy
7,172
+437
+6% +$35.7K 0.37% 62
2022
Q3
$411K Sell
6,735
-151
-2% -$9.22K 0.29% 71
2022
Q2
$481K Buy
6,886
+285
+4% +$19.9K 0.31% 70
2022
Q1
$546K Buy
6,601
+469
+8% +$38.8K 0.31% 73
2021
Q4
$535K Buy
6,132
+15
+0.2% +$1.31K 0.28% 75
2021
Q3
$533K Sell
6,117
-4,752
-44% -$414K 0.31% 71
2021
Q2
$846K Buy
10,869
+63
+0.6% +$4.9K 0.5% 43
2021
Q1
$758K Sell
10,806
-611
-5% -$42.9K 0.5% 38
2020
Q4
$739K Sell
11,417
-1,438
-11% -$93.1K 0.54% 40
2020
Q3
$767K Sell
12,855
-6,872
-35% -$410K 0.61% 32
2020
Q2
$1.09M Sell
19,727
-2,922
-13% -$161K 0.95% 26
2020
Q1
$1.2M Buy
+22,649
New +$1.2M 1.08% 20
2017
Q1
Sell
-22,349
Closed -$859K 80
2016
Q4
$859K Buy
22,349
+97
+0.4% +$3.73K 0.81% 34
2016
Q3
$874K Buy
22,252
+1,800
+9% +$70.7K 0.86% 28
2016
Q2
$837K Buy
20,452
+231
+1% +$9.45K 0.81% 32
2016
Q1
$827K Buy
20,221
+331
+2% +$13.5K 0.76% 30
2015
Q4
$727K Buy
19,890
+964
+5% +$35.2K 0.72% 35
2015
Q3
$684K Buy
+18,926
New +$684K 0.62% 34