Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-9,850
Closed -$1.96M 488
2023
Q1
$1.96M Buy
+9,850
New +$1.96M 0.02% 244
2020
Q3
$7.54M Sell
47,860
-3,650
-7% -$575K 0.54% 63
2020
Q2
$7.31M Buy
51,510
+3,840
+8% +$545K 0.68% 39
2020
Q1
$5.14M Buy
+47,670
New +$5.14M 0.73% 46
2017
Q3
Sell
-97,340
Closed -$8.71M 212
2017
Q2
$8.71M Buy
+97,340
New +$8.71M 0.68% 47