Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-17,598
Closed -$1.47M 897
2022
Q4
$1.47M Buy
+17,598
New +$1.47M 0.04% 284
2021
Q4
Sell
-33,316
Closed -$4.97M 674
2021
Q3
$4.97M Buy
33,316
+26,308
+375% +$3.92M 0.18% 90
2021
Q2
$1.72M Buy
+7,008
New +$1.72M 0.07% 212
2020
Q4
Sell
-8,039
Closed -$1.9M 813
2020
Q3
$1.9M Buy
+8,039
New +$1.9M 0.11% 220
2019
Q2
Sell
-4,035
Closed -$498K 428
2019
Q1
$498K Buy
+4,035
New +$498K 0.04% 326
2017
Q4
Sell
-5,226
Closed -$292K 496
2017
Q3
$292K Buy
+5,226
New +$292K 0.04% 337