Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-22,369
Closed -$2.27M 246
2023
Q3
$2.27M Buy
+22,369
New +$2.27M 0.44% 81
2022
Q2
Sell
-5,827
Closed -$469K 250
2022
Q1
$469K Sell
5,827
-11,958
-67% -$962K 0.09% 270
2021
Q4
$2.13M Buy
+17,785
New +$2.13M 0.35% 104
2021
Q2
Sell
-26,174
Closed -$1.84M 316
2021
Q1
$1.84M Buy
+26,174
New +$1.84M 0.28% 151
2017
Q1
Sell
-32,685
Closed -$904K 314
2016
Q4
$904K Buy
+32,685
New +$904K 0.12% 274
2013
Q4
Sell
-39,597
Closed -$1.02M 309
2013
Q3
$1.02M Buy
+39,597
New +$1.02M 0.2% 263