Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-17,398
Closed -$1.23M 609
2022
Q4
$1.23M Sell
17,398
-14,643
-46% -$1.03M 0.14% 266
2022
Q3
$2.09M Buy
+32,041
New +$2.09M 0.23% 174
2021
Q4
Sell
-39,438
Closed -$3.47M 535
2021
Q3
$3.47M Buy
+39,438
New +$3.47M 0.27% 148
2020
Q4
Sell
-3,260
Closed -$216K 592
2020
Q3
$216K Buy
+3,260
New +$216K 0.01% 552