Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,852
Closed -$205K 593
2022
Q4
$205K Buy
+1,852
New +$205K ﹤0.01% 539
2019
Q2
Sell
-50,702
Closed -$4.01M 331
2019
Q1
$4.01M Sell
50,702
-34,265
-40% -$2.71M 0.03% 177
2018
Q4
$5.67M Buy
84,967
+2,462
+3% +$164K 0.03% 147
2018
Q3
$6.59M Buy
82,505
+3,426
+4% +$274K 0.03% 142
2018
Q2
$5.33M Buy
+79,079
New +$5.33M 0.03% 153