Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,701
Closed -$822K 419
2023
Q2
$822K Buy
+3,701
New +$822K 0.1% 267
2023
Q1
Sell
-4,046
Closed -$1.06M 388
2022
Q4
$1.06M Sell
4,046
-968
-19% -$254K 0.18% 188
2022
Q3
$1.13M Buy
5,014
+1,877
+60% +$423K 0.22% 158
2022
Q2
$763K Buy
3,137
+1,307
+71% +$318K 0.16% 213
2022
Q1
$443K Buy
1,830
+66
+4% +$16K 0.16% 225
2021
Q4
$397K Buy
+1,764
New +$397K 0.23% 171