Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,266
Closed -$1.58M 600
2023
Q1
$1.58M Sell
8,266
-907
-10% -$173K 0.16% 184
2022
Q4
$1.69M Buy
+9,173
New +$1.69M 0.27% 99
2022
Q1
Sell
-2,915
Closed -$710K 631
2021
Q4
$710K Buy
+2,915
New +$710K 0.28% 108
2021
Q3
Sell
-293
Closed -$60K 813
2021
Q2
$60K Buy
+293
New +$60K 0.01% 688
2020
Q2
Sell
-948
Closed -$133K 1284
2020
Q1
$133K Sell
948
-4,230
-82% -$593K 0.03% 546
2019
Q4
$789K Buy
+5,178
New +$789K 0.08% 295