Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,968
Closed -$54.6K 328
2022
Q4
$54.6K Buy
+2,968
New +$54.6K 0.03% 196
2021
Q3
Sell
-43,031
Closed -$935K 139
2021
Q2
$935K Sell
43,031
-29,270
-40% -$636K 0.49% 58
2021
Q1
$1.65M Sell
72,301
-9,839
-12% -$225K 0.97% 34
2020
Q4
$1.78M Sell
82,140
-57,975
-41% -$1.26M 1.15% 28
2020
Q3
$3.02M Buy
140,115
+3,231
+2% +$69.6K 2.24% 11
2020
Q2
$3.13M Buy
+136,884
New +$3.13M 2.78% 7
2019
Q4
$3.88M Buy
+131,181
New +$3.88M 3.89% 3