Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-21,371
Closed -$349K 746
2023
Q3
$349K Sell
21,371
-49,674
-70% -$812K 0.04% 460
2023
Q2
$1.38M Buy
+71,045
New +$1.38M 0.17% 225
2023
Q1
Sell
-94,888
Closed -$1.83M 770
2022
Q4
$1.83M Buy
+94,888
New +$1.83M 0.21% 176
2022
Q3
Sell
-192,262
Closed -$4.28M 742
2022
Q2
$4.28M Buy
192,262
+133,521
+227% +$2.98M 0.42% 48
2022
Q1
$1.54M Buy
+58,741
New +$1.54M 0.16% 226