Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4
Closed -$99.8K 66
2023
Q3
$99.8K Hold
4
0.09% 37
2023
Q2
$97.8K Hold
4
0.11% 43
2023
Q1
$95.1K Sell
4
-259
-98% -$6.16M 0.08% 72
2022
Q4
$5.42M Hold
263
1.57% 14
2022
Q3
$5.34M Buy
263
+184
+233% +$3.73M 1.29% 19
2022
Q2
$1.58M Hold
79
0.45% 65
2022
Q1
$1.58M Buy
+79
New +$1.58M 0.36% 82