Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-15,583
Closed -$1.32M 647
2023
Q2
$1.32M Buy
+15,583
New +$1.32M 0.06% 380
2023
Q1
Sell
-29,133
Closed -$2.06M 1668
2022
Q4
$2.06M Buy
29,133
+3,136
+12% +$221K 0.08% 272
2022
Q3
$1.17M Buy
25,997
+12,358
+91% +$554K 0.04% 428
2022
Q2
$776K Buy
+13,639
New +$776K 0.02% 656
2021
Q4
Sell
-2,903
Closed -$298K 1520
2021
Q3
$298K Buy
+2,903
New +$298K 0.01% 799
2020
Q4
Sell
-24,100
Closed -$1.44M 867
2020
Q3
$1.44M Buy
+24,100
New +$1.44M 0.19% 96