Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,483
Closed -$1.24M 841
2023
Q2
$1.24M Buy
5,483
+280
+5% +$63.2K 0.06% 402
2023
Q1
$1.07M Buy
+5,203
New +$1.07M 0.04% 470
2022
Q4
Sell
-24,864
Closed -$3.79M 1927
2022
Q3
$3.79M Sell
24,864
-74,024
-75% -$11.3M 0.13% 165
2022
Q2
$13.8M Buy
98,888
+97,941
+10,342% +$13.7M 0.41% 52
2022
Q1
$227K Buy
+947
New +$227K 0.01% 939