Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-18,356
Closed -$2.32M 333
2023
Q2
$2.32M Buy
+18,356
New +$2.32M 0.11% 235
2022
Q2
Sell
-12,616
Closed -$1.28M 1750
2022
Q1
$1.28M Buy
+12,616
New +$1.28M 0.05% 363
2021
Q3
Sell
-9,722
Closed -$1.04M 1358
2021
Q2
$1.04M Buy
+9,722
New +$1.04M 0.02% 495
2021
Q1
Sell
-1,800
Closed -$205K 879
2020
Q4
$205K Buy
+1,800
New +$205K 0.01% 605