Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,382
Closed -$1.03M 1304
2023
Q1
$1.03M Buy
+3,382
New +$1.03M 0.04% 487
2022
Q4
Sell
-18,850
Closed -$4.58M 1712
2022
Q3
$4.58M Buy
+18,850
New +$4.58M 0.16% 132
2022
Q2
Sell
-1,706
Closed -$576K 1854
2022
Q1
$576K Buy
+1,706
New +$576K 0.02% 619
2021
Q3
Sell
-4,170
Closed -$1.51M 1489
2021
Q2
$1.51M Sell
4,170
-16,160
-79% -$5.86M 0.03% 411
2021
Q1
$6.07M Buy
20,330
+17,038
+518% +$5.09M 0.19% 141
2020
Q4
$955K Buy
+3,292
New +$955K 0.03% 340