Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,673
Closed -$209K 401
2022
Q4
$209K Buy
+1,673
New +$209K 0.03% 349
2018
Q4
Sell
-52,330
Closed -$3.96M 138
2018
Q3
$3.96M Buy
52,330
+28,499
+120% +$2.15M 0.84% 36
2018
Q2
$1.84M Buy
23,831
+9,054
+61% +$701K 0.9% 16
2018
Q1
$1.06M Buy
14,777
+8,621
+140% +$616K 0.56% 42
2017
Q4
$505K Buy
+6,156
New +$505K 0.29% 92