Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,678
Closed -$225K 837
2023
Q3
$225K Buy
+1,678
New +$225K 0.02% 771
2023
Q1
Sell
-8,765
Closed -$1M 553
2022
Q4
$1M Buy
+8,765
New +$1M 0.11% 262
2022
Q1
Sell
-2,190
Closed -$326K 531
2021
Q4
$326K Buy
+2,190
New +$326K 0.02% 427
2021
Q2
Sell
-29,967
Closed -$6.52M 442
2021
Q1
$6.52M Buy
+29,967
New +$6.52M 0.36% 101
2019
Q2
Sell
-1,316
Closed -$217K 234
2019
Q1
$217K Buy
+1,316
New +$217K 0.03% 199
2018
Q3
Sell
-1,441
Closed -$350K 261
2018
Q2
$350K Buy
+1,441
New +$350K 0.07% 218
2016
Q4
Sell
-1,424
Closed -$259K 87
2016
Q3
$259K Buy
+1,424
New +$259K 0.14% 113