Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-15,786
Closed -$1.79M 72
2022
Q4
$1.79M Buy
+15,786
New +$1.79M 1.32% 29
2020
Q4
Sell
-15,812
Closed -$1.63M 206
2020
Q3
$1.63M Buy
15,812
+572
+4% +$59K 0.8% 42
2020
Q2
$1.55M Buy
+15,240
New +$1.55M 0.88% 37