Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-141,901
Closed -$2.97M 433
2023
Q3
$2.97M Sell
141,901
-34,878
-20% -$729K 0.1% 130
2023
Q2
$2.84M Sell
176,779
-5,760
-3% -$92.4K 0.09% 140
2023
Q1
$3.38M Buy
182,539
+4,432
+2% +$82K 0.12% 117
2022
Q4
$3.72M Sell
178,107
-71,935
-29% -$1.5M 0.13% 106
2022
Q3
$4.05M Buy
250,042
+2,429
+1% +$39.3K 0.15% 102
2022
Q2
$4.19M Sell
247,613
-2,315
-0.9% -$39.1K 0.16% 89
2022
Q1
$4.9M Buy
249,928
+164,107
+191% +$3.22M 0.16% 83
2021
Q4
$1.16M Hold
85,821
0.03% 252
2021
Q3
$1.13M Buy
+85,821
New +$1.13M 0.04% 250