Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,675
Closed -$668K 197
2023
Q3
$668K Sell
1,675
-3,785
-69% -$1.51M 0.16% 177
2023
Q2
$1.87M Sell
5,460
-324
-6% -$111K 0.4% 83
2023
Q1
$1.57M Buy
5,784
+991
+21% +$269K 0.35% 102
2022
Q4
$1.03M Sell
4,793
-161
-3% -$34.4K 0.23% 148
2022
Q3
$942K Sell
4,954
-373
-7% -$70.9K 0.22% 149
2022
Q2
$1M Sell
5,327
-457
-8% -$86K 0.21% 142
2022
Q1
$1.41M Buy
5,784
+1,126
+24% +$274K 0.21% 137
2021
Q4
$1.57M Buy
+4,658
New +$1.57M 0.2% 143