Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-132,196
Closed -$1.84M 374
2022
Q4
$1.84M Sell
132,196
-38,477
-23% -$535K 0.38% 109
2022
Q3
$1.55M Buy
+170,673
New +$1.55M 0.34% 128
2020
Q3
Sell
-84,643
Closed -$1.91M 361
2020
Q2
$1.91M Sell
84,643
-44,089
-34% -$997K 0.42% 90
2020
Q1
$1.3M Buy
+128,732
New +$1.3M 0.4% 118
2019
Q4
Sell
-224,277
Closed -$1.94M 326
2019
Q3
$1.94M Buy
224,277
+21,546
+11% +$186K 0.51% 62
2019
Q2
$1.66M Buy
+202,731
New +$1.66M 0.41% 98