Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-27,999
Closed -$1.47M 687
2022
Q4
$1.47M Buy
+27,999
New +$1.47M 0.24% 114
2022
Q3
Sell
-12,744
Closed -$910K 559
2022
Q2
$910K Buy
+12,744
New +$910K 0.18% 162
2021
Q3
Sell
-4,023
Closed -$354K 814
2021
Q2
$354K Buy
+4,023
New +$354K 0.07% 331
2021
Q1
Sell
-38,727
Closed -$2.41M 1080
2020
Q4
$2.41M Buy
+38,727
New +$2.41M 0.37% 55
2020
Q2
Sell
-670
Closed -$33K 1287
2020
Q1
$33K Buy
+670
New +$33K 0.01% 866