Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-58,302
Closed -$692K 438
2023
Q1
$692K Buy
58,302
+32,702
+128% +$388K 0.11% 102
2022
Q4
$312K Buy
+25,600
New +$312K 0.03% 201
2022
Q3
Hold
0
716
2022
Q2
Hold
0
817
2022
Q1
Hold
0
911
2021
Q4
Hold
0
959
2021
Q3
Hold
0
929
2021
Q2
Hold
0
907
2021
Q1
Hold
0
808
2020
Q4
Hold
0
774
2020
Q3
Hold
0
630
2020
Q2
Hold
0
616
2020
Q1
Hold
0
518
2019
Q4
Hold
0
509
2019
Q2
Hold
0
455
2019
Q1
Hold
0
457
2018
Q4
Hold
0
490
2018
Q3
Hold
0
407
2018
Q2
Hold
0
402