Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-15,479
Closed -$199K 823
2022
Q4
$199K Sell
15,479
-7,355
-32% -$94.5K 0.08% 490
2022
Q3
$210K Buy
+22,834
New +$210K 0.08% 466
2021
Q4
Sell
-14,248
Closed -$183K 605
2021
Q3
$183K Buy
+14,248
New +$183K 0.12% 396
2018
Q1
Sell
-31,325
Closed -$229K 836
2017
Q4
$229K Buy
+31,325
New +$229K 0.07% 539
2017
Q2
Sell
-12,400
Closed -$105K 738
2017
Q1
$105K Buy
+12,400
New +$105K 0.04% 537