Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-21,205
Closed -$5.57M 70
2022
Q4
$5.57M Buy
21,205
+53
+0.3% +$13.9K 4.1% 6
2022
Q3
$4.77M Sell
21,152
-768
-4% -$173K 3.69% 11
2022
Q2
$5.33M Buy
+21,920
New +$5.33M 3.6% 10
2020
Q3
Sell
-7
Closed -$2K 171
2020
Q2
$2K Buy
+7
New +$2K ﹤0.01% 238
2020
Q1
Sell
-11
Closed -$3K 160
2019
Q4
$3K Buy
+11
New +$3K ﹤0.01% 177