Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-32,569
Closed -$1.71M 616
2023
Q1
$1.71M Buy
32,569
+27,838
+588% +$1.46M 0.17% 174
2022
Q4
$239K Buy
+4,731
New +$239K 0.04% 413
2021
Q4
Sell
-11,427
Closed -$940K 466
2021
Q3
$940K Buy
11,427
+3,546
+45% +$292K 0.24% 129
2021
Q2
$645K Buy
+7,881
New +$645K 0.12% 213
2020
Q1
Sell
-4,069
Closed -$170K 1347
2019
Q4
$170K Buy
+4,069
New +$170K 0.02% 652