Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-31,135
Closed -$1.42M 32
2023
Q2
$1.42M Sell
31,135
-375
-1% -$17.1K 0.89% 26
2023
Q1
$1.41M Hold
31,510
0.97% 27
2022
Q4
$1.38M Hold
31,510
1.04% 25
2022
Q3
$1.32M Sell
31,510
-1,600
-5% -$67.1K 0.93% 26
2022
Q2
$1.63M Hold
33,110
1.08% 26
2022
Q1
$1.84M Buy
33,110
+205
+0.6% +$11.4K 0.97% 29
2021
Q4
$1.71M Sell
32,905
-1,600
-5% -$83.2K 0.85% 33
2021
Q3
$1.73M Buy
34,505
+375
+1% +$18.8K 0.91% 33
2021
Q2
$1.68M Hold
34,130
0.91% 32
2021
Q1
$1.54M Hold
34,130
0.92% 30
2020
Q4
$1.46M Buy
+34,130
New +$1.46M 0.97% 27