Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-34,843
Closed -$1.06M 2190
2022
Q4
$1.06M Buy
+34,843
New +$1.06M 0.01% 342
2022
Q2
Hold
0
2885
2022
Q1
Hold
0
2759
2021
Q4
Hold
0
2725
2021
Q3
Hold
0
2721
2021
Q2
Hold
0
2710
2021
Q1
Hold
0
2512
2020
Q4
Sell
-7,069
Closed -$180K 2193
2020
Q3
$180K Buy
7,069
+4,455
+170% +$113K ﹤0.01% 968
2020
Q2
$59K Buy
+2,614
New +$59K ﹤0.01% 1027
2020
Q1
Sell
-1,233
Closed -$30K 1856
2019
Q4
$30K Sell
1,233
-16,834
-93% -$410K ﹤0.01% 934
2019
Q3
$355K Buy
+18,067
New +$355K ﹤0.01% 636
2019
Q2
Sell
-18,489
Closed -$349K 1910
2019
Q1
$349K Buy
+18,489
New +$349K ﹤0.01% 651
2018
Q4
Hold
0
1989
2018
Q3
Hold
0
1785