Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-658
Closed -$9.6K 814
2022
Q4
$9.6K Buy
+658
New +$9.6K ﹤0.01% 389
2021
Q3
Sell
-254,961
Closed -$6.07M 104
2021
Q2
$6.07M Buy
254,961
+7,679
+3% +$183K 2.35% 17
2021
Q1
$6M Sell
247,282
-1,140
-0.5% -$27.7K 2.66% 16
2020
Q4
$5.76M Sell
248,422
-44,802
-15% -$1.04M 2.65% 12
2020
Q3
$5.5M Buy
+293,224
New +$5.5M 3.2% 8