Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,744
Closed -$251K 1809
2023
Q2
$251K Sell
2,744
-13,944
-84% -$1.28M 0.01% 1401
2023
Q1
$1.23M Sell
16,688
-9,564
-36% -$703K 0.05% 528
2022
Q4
$2.19M Buy
+26,252
New +$2.19M 0.12% 246
2022
Q3
Sell
-6,198
Closed -$652K 1545
2022
Q2
$652K Buy
+6,198
New +$652K 0.03% 735
2021
Q4
Sell
-21,391
Closed -$3.19M 1351
2021
Q3
$3.19M Buy
+21,391
New +$3.19M 0.23% 38
2020
Q4
Sell
-1,241
Closed -$293K 933
2020
Q3
$293K Buy
+1,241
New +$293K 0.06% 502