Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-61,546
Closed -$1.42M 335
2023
Q2
$1.42M Sell
61,546
-61,425
-50% -$1.42M 0.01% 430
2023
Q1
$2.89M Buy
+122,971
New +$2.89M 0.01% 365
2022
Q3
Sell
-221,455
Closed -$7.9M 689
2022
Q2
$7.9M Sell
221,455
-87,200
-28% -$3.11M 0.03% 177
2022
Q1
$18.7M Buy
+308,655
New +$18.7M 0.07% 95
2021
Q4
Sell
-12,149
Closed -$572K 673
2021
Q3
$572K Sell
12,149
-20,713
-63% -$975K ﹤0.01% 457
2021
Q2
$1.81M Buy
+32,862
New +$1.81M 0.01% 367