Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$1.87M Sell
42,834
-1,356
-3% -$59.2K ﹤0.01% 766
2023
Q3
$2.03M Sell
44,190
-1,095
-2% -$50.2K ﹤0.01% 719
2023
Q2
$2.26M Buy
45,285
+24,631
+119% +$1.23M ﹤0.01% 711
2023
Q1
$1.11M Sell
20,654
-872
-4% -$46.7K ﹤0.01% 845
2022
Q4
$1.47M Sell
21,526
-12
-0.1% -$821 ﹤0.01% 779
2022
Q3
$1.32M Buy
+21,538
New +$1.32M ﹤0.01% 810
2022
Q1
Sell
-45,636
Closed -$3.65M 1188
2021
Q4
$3.65M Buy
+45,636
New +$3.65M 0.01% 640
2014
Q2
Sell
-72,713
Closed -$613K 1465
2014
Q1
$613K Sell
72,713
-3,698
-5% -$31.2K ﹤0.01% 1309
2013
Q4
$737K Sell
76,411
-1,125
-1% -$10.9K ﹤0.01% 1270
2013
Q3
$987K Buy
+77,536
New +$987K ﹤0.01% 1215