Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-21,932
Closed -$156K 2547
2022
Q4
$156K Buy
21,932
+228
+1% +$1.62K ﹤0.01% 2428
2022
Q3
$159K Buy
+21,704
New +$159K ﹤0.01% 2339
2021
Q1
Sell
-17,079
Closed -$90K 2594
2020
Q4
$90K Buy
+17,079
New +$90K ﹤0.01% 2451
2020
Q2
Sell
-363,217
Closed -$1.7M 2384
2020
Q1
$1.7M Sell
363,217
-4,917
-1% -$23K ﹤0.01% 1041
2019
Q4
$2.53M Buy
368,134
+323,881
+732% +$2.23M 0.01% 1018
2019
Q3
$307K Hold
44,253
0.01% 667
2019
Q2
$295K Buy
+44,253
New +$295K 0.01% 686
2013
Q3
Sell
-59,942
Closed -$240K 738
2013
Q2
$240K Buy
+59,942
New +$240K 0.01% 654