Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-30,391
Closed -$1.07M 1189
2022
Q4
$1.07M Buy
+30,391
New +$1.07M 0.06% 327
2022
Q1
Hold
0
1669
2021
Q4
Hold
0
1724
2021
Q3
Hold
0
1507
2021
Q2
Hold
0
1457
2021
Q1
Hold
0
1222
2020
Q4
Hold
0
1089
2020
Q3
Hold
0
1563
2017
Q4
Sell
-834
Closed -$42K 1344
2017
Q3
$42K Sell
834
-18,860
-96% -$950K ﹤0.01% 1043
2017
Q2
$1.06M Sell
19,694
-14,560
-43% -$785K 0.1% 183
2017
Q1
$1.81M Buy
+34,254
New +$1.81M 0.17% 134