Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$1.32M Buy
28,131
+645
+2% +$30.3K 0.1% 185
2023
Q3
$1.04M Sell
27,486
-149,518
-84% -$5.65M 0.1% 203
2023
Q2
$6.1M Buy
177,004
+160,466
+970% +$5.53M 0.55% 40
2023
Q1
$540K Buy
16,538
+7,635
+86% +$249K 0.06% 329
2022
Q4
$266K Buy
+8,903
New +$266K 0.04% 380
2020
Q4
Sell
-12,347
Closed -$650K 175
2020
Q3
$650K Buy
12,347
+8,678
+237% +$457K 0.35% 82
2020
Q2
$214K Buy
+3,669
New +$214K 0.13% 154
2020
Q1
Sell
-3,632
Closed -$214K 163
2019
Q4
$214K Buy
+3,632
New +$214K 0.14% 146
2019
Q2
Sell
-3,837
Closed -$215K 172
2019
Q1
$215K Sell
3,837
-922
-19% -$51.7K 0.23% 118
2018
Q4
$223K Buy
+4,759
New +$223K 0.3% 106