Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,386
Closed -$1.69M 522
2023
Q3
$1.69M Buy
+6,386
New +$1.69M 0.27% 133
2023
Q2
Sell
-27,293
Closed -$6.24M 530
2023
Q1
$6.24M Buy
+27,293
New +$6.24M 0.99% 9
2022
Q3
Sell
-4,340
Closed -$984K 492
2022
Q2
$984K Buy
+4,340
New +$984K 0.23% 142
2022
Q1
Sell
-987
Closed -$255K 446
2021
Q4
$255K Buy
+987
New +$255K 0.07% 333
2020
Q4
Sell
-6,009
Closed -$1.51M 420
2020
Q3
$1.51M Buy
+6,009
New +$1.51M 0.63% 29
2019
Q4
Sell
-1,337
Closed -$195K 577
2019
Q3
$195K Buy
+1,337
New +$195K 0.56% 83