Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
299
2022
Q4
Hold
0
378
2022
Q3
Hold
0
448
2022
Q2
Sell
-17,193
Closed -$624K 527
2022
Q1
$624K Sell
17,193
-9,272
-35% -$337K 0.03% 280
2021
Q4
$812K Buy
+26,465
New +$812K 0.02% 334
2021
Q2
Sell
-17,505
Closed -$1.5M 667
2021
Q1
$1.5M Buy
17,505
+6,802
+64% +$582K 0.08% 136
2020
Q4
$967K Buy
+10,703
New +$967K 0.03% 219
2020
Q3
Hold
0
407
2020
Q2
Hold
0
392
2020
Q1
Hold
0
321
2019
Q4
Hold
0
337
2019
Q3
Hold
0
319