Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-25,888
Closed -$1.91M 146
2023
Q2
$1.91M Buy
25,888
+1,172
+5% +$86.6K 0.09% 286
2023
Q1
$1.95M Buy
24,716
+510
+2% +$40.2K 0.08% 279
2022
Q4
$1.65M Buy
+24,206
New +$1.65M 0.06% 321
2022
Q3
Sell
-18,685
Closed -$1.17M 1567
2022
Q2
$1.17M Buy
+18,685
New +$1.17M 0.04% 477
2021
Q3
Sell
-17,302
Closed -$1.32M 1239
2021
Q2
$1.32M Buy
+17,302
New +$1.32M 0.03% 441
2021
Q1
Sell
-33,200
Closed -$1.8M 815
2020
Q4
$1.8M Buy
33,200
+17,700
+114% +$958K 0.06% 263
2020
Q3
$616K Buy
+15,500
New +$616K 0.08% 194