Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-78,634
Closed -$6.47M 121
2023
Q2
$6.47M Sell
78,634
-24,825
-24% -$2.04M 0.03% 221
2023
Q1
$7.3M Buy
103,459
+6,745
+7% +$476K 0.03% 222
2022
Q4
$6.63M Buy
96,714
+5,132
+6% +$352K 0.02% 211
2022
Q3
$5.33M Buy
+91,582
New +$5.33M 0.02% 265
2021
Q2
Sell
-26,837
Closed -$1.88M 524
2021
Q1
$1.88M Buy
+26,837
New +$1.88M 0.01% 290