Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-57
Closed -$4.19K 1186
2023
Q3
$4.19K Hold
57
﹤0.01% 899
2023
Q2
$6.83K Hold
57
﹤0.01% 929
2023
Q1
$11.6K Hold
57
﹤0.01% 878
2022
Q4
$10.6K Buy
+57
New +$10.6K ﹤0.01% 938
2022
Q2
Sell
-5,073
Closed -$2.02M 1318
2022
Q1
$2.02M Sell
5,073
-6,162
-55% -$2.45M 0.01% 747
2021
Q4
$6.77M Sell
11,235
-1,408
-11% -$848K 0.02% 488
2021
Q3
$12.7M Buy
+12,643
New +$12.7M 0.04% 320
2021
Q2
Sell
-13,412
Closed -$15.4M 1160
2021
Q1
$15.4M Hold
13,412
0.05% 303
2020
Q4
$16.1M Buy
+13,412
New +$16.1M 0.06% 299
2017
Q4
Sell
-182
Closed -$307K 1234
2017
Q3
$307K Buy
+182
New +$307K ﹤0.01% 896