Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,516
Closed -$294K 951
2022
Q4
$294K Sell
3,516
-1,610
-31% -$135K 0.02% 790
2022
Q3
$496K Buy
+5,126
New +$496K 0.03% 646
2019
Q4
Sell
-33,989
Closed -$4.45M 1529
2019
Q3
$4.45M Buy
33,989
+28,469
+516% +$3.73M 0.05% 353
2019
Q2
$670K Buy
5,520
+2,642
+92% +$321K 0.01% 560
2019
Q1
$355K Sell
2,878
-1,681
-37% -$207K 0.01% 728
2018
Q4
$534K Sell
4,559
-1,356
-23% -$159K 0.01% 470
2018
Q3
$739K Buy
5,915
+761
+15% +$95.1K 0.02% 475
2018
Q2
$440K Sell
5,154
-1,119
-18% -$95.5K 0.01% 672
2018
Q1
$379K Buy
+6,273
New +$379K 0.01% 888