Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-43,046
Closed -$2.45M 194
2023
Q3
$2.45M Sell
43,046
-311
-0.7% -$17.7K 0.48% 58
2023
Q2
$2.59M Buy
43,357
+28,878
+199% +$1.72M 0.51% 48
2023
Q1
$918K Buy
+14,479
New +$918K 0.2% 89
2019
Q3
Sell
-7,403
Closed -$384K 113
2019
Q2
$384K Buy
+7,403
New +$384K 0.18% 92