Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$6.35M Buy
13,878
+6,056
+77% +$2.77M 7.83% 8
2023
Q3
$3.81M Sell
7,822
-5,508
-41% -$2.68M 4.96% 15
2023
Q2
$5.96M Buy
13,330
+3,987
+43% +$1.78M 6.95% 6
2023
Q1
$4.54M Sell
9,343
-1,688
-15% -$819K 4.95% 15
2022
Q4
$5.65M Buy
11,031
+1,070
+11% +$548K 5.33% 11
2022
Q3
$4.83M Sell
9,961
-963
-9% -$467K 4.63% 6
2022
Q2
$5.11M Buy
10,924
+1,738
+19% +$813K 4.64% 8
2022
Q1
$4M Sell
9,186
-1,405
-13% -$611K 3.52% 17
2021
Q4
$4.91M Buy
+10,591
New +$4.91M 3.73% 17