Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-42,823
Closed -$5.43M 127
2023
Q3
$5.43M Buy
+42,823
New +$5.43M 1.47% 8
2022
Q1
Sell
-44,202
Closed -$3.11M 248
2021
Q4
$3.11M Buy
44,202
+20,359
+85% +$1.43M 0.55% 57
2021
Q3
$1.39M Buy
+23,843
New +$1.39M 0.33% 142