Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
68
2022
Q4
Hold
0
69
2022
Q3
Hold
0
71
2022
Q2
Sell
-9,483
Closed -$1.99M 83
2022
Q1
$1.99M Sell
9,483
-9,973
-51% -$2.09M 0.15% 56
2021
Q4
$5.03M Buy
+19,456
New +$5.03M 0.32% 53
2021
Q3
Hold
0
101
2021
Q2
Hold
0
82
2019
Q1
Sell
-47,998
Closed -$3.53M 55
2018
Q4
$3.53M Sell
47,998
-106,896
-69% -$7.86M 1.91% 13
2018
Q3
$10.6M Buy
+154,894
New +$10.6M 4.63% 6