Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,181
Closed -$2.33M 55
2022
Q4
$2.33M Buy
6,181
+58
+0.9% +$21.9K 1.88% 27
2022
Q3
$1.85M Buy
+6,123
New +$1.85M 1.42% 28
2020
Q1
Sell
-5,117
Closed -$912K 38
2019
Q4
$912K Buy
+5,117
New +$912K 0.92% 30