Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
1253
2022
Q4
Hold
0
1379
2022
Q3
Hold
0
1676
2022
Q2
Hold
0
1733
2022
Q1
Sell
-54,156
Closed -$1.72M 1770
2021
Q4
$1.72M Sell
54,156
-50,709
-48% -$1.61M 0.04% 268
2021
Q3
$3.74M Buy
104,865
+7,465
+8% +$266K 0.1% 95
2021
Q2
$5.18M Sell
97,400
-700
-0.7% -$37.2K 0.15% 64
2021
Q1
$3.82M Buy
98,100
+50,600
+107% +$1.97M 0.1% 69
2020
Q4
$2.32M Sell
47,500
-65,800
-58% -$3.21M 0.06% 98
2020
Q3
$2.4M Sell
113,300
-105,990
-48% -$2.25M 0.12% 61
2020
Q2
$1.69M Buy
219,290
+172,900
+373% +$1.33M 0.09% 85
2020
Q1
$129K Buy
+46,390
New +$129K 0.01% 314
2019
Q4
Hold
0
1654
2019
Q3
Hold
0
1443