Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,250
Closed -$187K 219
2022
Q4
$187K Buy
+1,250
New +$187K 0.1% 55
2020
Q3
$760K Buy
4,827
+440
+10% +$69.3K 1.08% 20
2020
Q2
$526K Sell
4,387
-1,265
-22% -$152K 0.57% 31
2020
Q1
$525K Sell
5,652
-950
-14% -$88.2K 0.81% 29
2019
Q4
$846K Buy
+6,602
New +$846K 0.79% 31