Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,629
Closed -$1.26M 218
2023
Q2
$1.26M Sell
7,629
-82
-1% -$13.5K 0.1% 80
2023
Q1
$1.42M Sell
7,711
-1,231
-14% -$227K 0.13% 77
2022
Q4
$1.32M Buy
+8,942
New +$1.32M 0.13% 77
2020
Q3
Sell
-1,322
Closed -$301K 237
2020
Q2
$301K Sell
1,322
-495
-27% -$113K 0.03% 159
2020
Q1
$322K Buy
+1,817
New +$322K 0.04% 141