Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,724
Closed -$514K 217
2022
Q4
$514K Buy
+6,724
New +$514K 0.29% 19
2020
Q3
$642K Buy
10,313
+347
+3% +$21.6K 0.91% 25
2020
Q2
$545K Sell
9,966
-1,276
-11% -$69.8K 0.59% 29
2020
Q1
$513K Sell
11,242
-4,390
-28% -$200K 0.79% 31
2019
Q4
$1.34M Buy
+15,632
New +$1.34M 1.25% 10