Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-30,496
Closed -$1.09M 456
2023
Q3
$1.09M Buy
+30,496
New +$1.09M 0.48% 71
2022
Q4
$214K Buy
+5,532
New +$214K 0.14% 225
2022
Q1
Sell
-25
Closed -$1K 593
2021
Q4
$1K Sell
25
-7,615
-100% -$305K ﹤0.01% 413
2021
Q3
$286K Buy
+7,640
New +$286K 0.33% 112
2021
Q1
Sell
-7,895
Closed -$303K 626
2020
Q4
$303K Buy
7,895
+1,733
+28% +$66.5K 0.34% 101
2020
Q3
$200K Sell
6,162
-1,478
-19% -$48K 0.2% 195
2020
Q2
$286K Buy
+7,640
New +$286K 0.33% 112
2019
Q2
Sell
-31,746
Closed -$1.44M 410
2019
Q1
$1.44M Buy
+31,746
New +$1.44M 0.82% 5