Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-37,097
Closed -$1.32M 173
2023
Q2
$1.32M Buy
37,097
+635
+2% +$22.6K 0.44% 82
2023
Q1
$1.3M Sell
36,462
-295
-0.8% -$10.5K 0.46% 80
2022
Q4
$1.29M Buy
36,757
+2,252
+7% +$79.1K 0.49% 72
2022
Q3
$1.02M Buy
+34,505
New +$1.02M 0.4% 89
2022
Q1
$1.02M Buy
+18,638
New +$1.02M 0.34% 99
2021
Q3
$765K Buy
+16,014
New +$765K 0.26% 111
2021
Q1
$634K Buy
13,459
+697
+5% +$32.8K 0.25% 116
2020
Q4
$587K Sell
12,762
-780
-6% -$35.9K 0.25% 115
2020
Q3
$657K Sell
13,542
-504
-4% -$24.5K 0.31% 107
2020
Q2
$701K Buy
+14,046
New +$701K 0.33% 107
2019
Q4
$419K Buy
+7,133
New +$419K 0.47% 62
2019
Q1
$824K Buy
+16,552
New +$824K 0.54% 60