Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,289
Closed -$290K 444
2023
Q2
$290K Sell
1,289
-26,414
-95% -$5.94M 0.01% 775
2023
Q1
$5.51M Buy
+27,703
New +$5.51M 0.22% 83
2022
Q4
Sell
-26,023
Closed -$4.71M 1665
2022
Q3
$4.71M Buy
26,023
+23,593
+971% +$4.27M 0.17% 127
2022
Q2
$527K Sell
2,430
-2,261
-48% -$490K 0.02% 814
2022
Q1
$1.09M Buy
4,691
+3,654
+352% +$845K 0.04% 408
2021
Q4
$293K Buy
+1,037
New +$293K 0.01% 860
2021
Q2
Sell
-11,590
Closed -$2.24M 1585
2021
Q1
$2.24M Buy
11,590
+4,343
+60% +$839K 0.07% 268
2020
Q4
$1.3M Buy
+7,247
New +$1.3M 0.04% 288