Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-34,573
Closed -$3.64M 183
2023
Q3
$3.64M Hold
34,573
0.23% 86
2023
Q2
$3.61M Hold
34,573
0.36% 90
2023
Q1
$3.32M Buy
34,573
+18,971
+122% +$1.82M 0.34% 93
2022
Q4
$1.44M Hold
15,602
0.26% 89
2022
Q3
$1.25M Hold
15,602
0.29% 94
2022
Q2
$1.53M Buy
15,602
+456
+3% +$44.8K 0.31% 48
2022
Q1
$1.8M Buy
+15,146
New +$1.8M 0.15% 92