Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,804
Closed -$1.14M 1526
2022
Q4
$1.14M Buy
10,804
+3,688
+52% +$388K 0.04% 423
2022
Q3
$622K Buy
+7,116
New +$622K 0.02% 675
2021
Q1
Sell
-8,986
Closed -$945K 940
2020
Q4
$945K Buy
8,986
+6,186
+221% +$651K 0.03% 342
2020
Q3
$250K Buy
+2,800
New +$250K 0.03% 402