Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,780
Closed -$599K 65
2022
Q4
$599K Sell
1,780
-59
-3% -$19.9K 0.62% 49
2022
Q3
$506K Buy
+1,839
New +$506K 0.55% 50
2021
Q1
Sell
-620
Closed -$310K 164
2020
Q4
$310K Buy
+620
New +$310K 0.29% 86