Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,188
Closed -$290K 1741
2022
Q4
$290K Sell
1,188
-2,259
-66% -$552K 0.01% 925
2022
Q3
$698K Buy
+3,447
New +$698K 0.02% 638
2021
Q3
Sell
-34,683
Closed -$9.01M 1646
2021
Q2
$9.01M Buy
34,683
+30,477
+725% +$7.92M 0.21% 146
2021
Q1
$1.02M Sell
4,206
-32,794
-89% -$7.98M 0.03% 371
2020
Q4
$9.07M Buy
+37,000
New +$9.07M 0.3% 88