Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-15,161
Closed -$1.65M 154
2022
Q4
$1.65M Buy
+15,161
New +$1.65M 0.43% 120
2022
Q1
Sell
-23,328
Closed -$2.57M 262
2021
Q4
$2.57M Buy
+23,328
New +$2.57M 0.46% 98
2021
Q3
Sell
-22,936
Closed -$2.23M 227
2021
Q2
$2.23M Sell
22,936
-4,272
-16% -$415K 0.62% 85
2021
Q1
$2.32M Buy
+27,208
New +$2.32M 0.64% 83