Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-61,838
Closed -$1.72M 3039
2023
Q3
$1.72M Sell
61,838
-59,905
-49% -$1.66M 0.02% 630
2023
Q2
$3.55M Buy
+121,743
New +$3.55M 0.03% 380
2022
Q3
Sell
-30,231
Closed -$503K 3529
2022
Q2
$503K Buy
+30,231
New +$503K 0.01% 1468
2021
Q4
Sell
-27,095
Closed -$517K 3979
2021
Q3
$517K Buy
+27,095
New +$517K ﹤0.01% 1744
2020
Q4
Sell
-22,777
Closed -$399K 2543
2020
Q3
$399K Buy
+22,777
New +$399K 0.01% 918