Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-17,267
Closed -$5.13M 130
2023
Q3
$5.13M Sell
17,267
-4
-0% -$1.19K 0.3% 92
2023
Q2
$5.69M Sell
17,271
-43
-0.2% -$14.2K 0.34% 86
2023
Q1
$5.76M Buy
17,314
+5,283
+44% +$1.76M 0.36% 80
2022
Q4
$2.9M Buy
12,031
+27
+0.2% +$6.52K 0.2% 93
2022
Q3
$2.66M Buy
+12,004
New +$2.66M 0.17% 102