Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-24,129
Closed -$692K 680
2022
Q4
$692K Buy
24,129
+16,910
+234% +$485K 0.11% 218
2022
Q3
$212K Buy
+7,219
New +$212K 0.04% 379
2021
Q4
Sell
-3,046
Closed -$237K 449
2021
Q3
$237K Buy
3,046
+1,305
+75% +$102K 0.06% 314
2021
Q2
$120K Buy
+1,741
New +$120K 0.02% 559
2020
Q4
Sell
-1,621
Closed -$86K 1120
2020
Q3
$86K Buy
+1,621
New +$86K 0.06% 331
2020
Q2
Sell
-1,253
Closed -$47K 1276
2020
Q1
$47K Buy
+1,253
New +$47K 0.01% 783