Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,580
Closed -$887K 29
2022
Q4
$887K Buy
+7,580
New +$887K 0.71% 26
2021
Q2
Sell
-41,762
Closed -$5.55M 29
2021
Q1
$5.55M Buy
41,762
+11
+0% +$1.46K 3.9% 12
2020
Q4
$5.91M Sell
41,751
-711
-2% -$101K 4.65% 6
2020
Q3
$5.07M Buy
+42,462
New +$5.07M 4.83% 9