Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-14,215
Closed -$1.56M 178
2022
Q4
$1.56M Buy
+14,215
New +$1.56M 0.33% 72
2022
Q1
Sell
-17,597
Closed -$2.36M 178
2021
Q4
$2.36M Buy
+17,597
New +$2.36M 0.38% 70
2018
Q1
Sell
-12,629
Closed -$721K 184
2017
Q4
$721K Buy
+12,629
New +$721K 0.03% 221
2017
Q3
Sell
-420,216
Closed -$20.4M 277
2017
Q2
$20.4M Buy
+420,216
New +$20.4M 0.89% 26