Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-244
Closed -$1.13M 132
2022
Q4
$1.13M Hold
244
0.59% 84
2022
Q3
$973K Sell
244
-2
-0.8% -$7.98K 0.53% 94
2022
Q2
$985K Hold
246
0.49% 105
2022
Q1
$1.1M Hold
246
0.47% 109
2021
Q4
$1.45M Sell
246
-19
-7% -$112K 0.58% 78
2021
Q3
$1.27M Buy
+265
New +$1.27M 0.51% 94
2021
Q1
$1.25M Sell
265
-8
-3% -$37.7K 0.5% 102
2020
Q4
$1.11M Buy
+273
New +$1.11M 0.52% 95