Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-15,175
Closed -$1.09M 233
2023
Q3
$1.09M Sell
15,175
-6,901
-31% -$496K 0.21% 223
2023
Q2
$1.67M Buy
+22,076
New +$1.67M 0.31% 155
2020
Q2
Sell
-42,968
Closed -$1.71M 255
2020
Q1
$1.71M Buy
42,968
+4,937
+13% +$196K 0.53% 80
2019
Q4
$1.69M Buy
+38,031
New +$1.69M 0.37% 111
2019
Q3
Sell
-41,221
Closed -$1.55M 231
2019
Q2
$1.55M Buy
+41,221
New +$1.55M 0.38% 112