Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-25,008
Closed -$4.05M 71
2023
Q2
$4.05M Buy
+25,008
New +$4.05M 0.19% 129
2023
Q1
Sell
-4,929
Closed -$689K 1219
2022
Q4
$689K Buy
+4,929
New +$689K 0.03% 588
2021
Q1
Sell
-25,800
Closed -$3.12M 781
2020
Q4
$3.12M Buy
25,800
+23,400
+975% +$2.83M 0.1% 196
2020
Q3
$239K Buy
+2,400
New +$239K 0.03% 412