Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-36,986
Closed -$5.94M 573
2023
Q2
$5.94M Buy
36,986
+34,355
+1,306% +$5.52M 0.84% 26
2023
Q1
$352K Buy
+2,631
New +$352K 0.04% 414
2020
Q4
Sell
-2,975
Closed -$722K 1126
2020
Q3
$722K Sell
2,975
-5,703
-66% -$1.38M 0.47% 41
2020
Q2
$2.24M Buy
+8,678
New +$2.24M 0.77% 16