Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,907
Closed -$1.19M 162
2023
Q3
$1.19M Buy
8,907
+445
+5% +$59.4K 0.23% 88
2023
Q2
$1.54M Buy
8,462
+109
+1% +$19.9K 0.29% 82
2023
Q1
$1.89M Buy
8,353
+428
+5% +$96.8K 0.38% 79
2022
Q4
$1.56M Buy
7,925
+152
+2% +$29.9K 0.35% 81
2022
Q3
$1.44M Buy
7,773
+203
+3% +$37.7K 0.34% 83
2022
Q2
$1.36M Buy
7,570
+278
+4% +$49.9K 0.32% 81
2022
Q1
$2.48M Buy
7,292
+436
+6% +$148K 0.52% 66
2021
Q4
$2.54M Buy
+6,856
New +$2.54M 0.71% 57