Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-29,377
Closed -$1.56M 1623
2022
Q4
$1.56M Buy
+29,377
New +$1.56M 0.06% 340
2021
Q4
Sell
-19,244
Closed -$929K 1487
2021
Q3
$929K Sell
19,244
-9,864
-34% -$476K 0.03% 397
2021
Q2
$1.35M Buy
+29,108
New +$1.35M 0.03% 435
2020
Q4
Sell
-75,000
Closed -$929K 845
2020
Q3
$929K Buy
+75,000
New +$929K 0.12% 147