Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.62M Buy
272
+105
+63% +$626K 0.01% 519
2023
Q2
$1.06M Buy
167
+5
+3% +$31.7K 0.02% 466
2023
Q1
$888K Sell
162
-308
-66% -$1.69M 0.01% 484
2022
Q4
$1.79M Buy
470
+76
+19% +$290K 0.02% 531
2022
Q3
$1.57M Buy
+394
New +$1.57M 0.01% 530
2021
Q1
Sell
-2
Closed -$8K 1111
2020
Q4
$8K Buy
+2
New +$8K ﹤0.01% 894