Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,869
Closed -$1.22M 1258
2022
Q4
$1.22M Buy
+5,869
New +$1.22M 0.03% 337
2020
Q4
Sell
-1,867
Closed -$373K 674
2020
Q3
$373K Buy
+1,867
New +$373K 0.03% 315
2020
Q2
Sell
-7,557
Closed -$1.22M 638
2020
Q1
$1.22M Buy
+7,557
New +$1.22M 0.1% 131
2019
Q4
Sell
-5,919
Closed -$1.02M 374
2019
Q3
$1.02M Buy
+5,919
New +$1.02M 0.13% 95
2018
Q3
Sell
-2,260
Closed -$299K 336
2018
Q2
$299K Buy
+2,260
New +$299K 0.03% 179
2018
Q1
Sell
-17,000
Closed -$1.94M 402
2017
Q4
$1.94M Buy
+17,000
New +$1.94M 0.12% 90