Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$3.42M Sell
28,634
-778
-3% -$92.8K ﹤0.01% 570
2023
Q3
$2.88M Sell
29,412
-3,474
-11% -$340K ﹤0.01% 627
2023
Q2
$3.07M Buy
32,886
+2,080
+7% +$194K ﹤0.01% 627
2023
Q1
$2.66M Sell
30,806
-7,446
-19% -$643K ﹤0.01% 655
2022
Q4
$3.1M Sell
38,252
-4,653
-11% -$377K 0.01% 642
2022
Q3
$2.8M Buy
+42,905
New +$2.8M 0.01% 674
2021
Q3
Sell
-49,362
Closed -$4.52M 807
2021
Q2
$4.52M Buy
+49,362
New +$4.52M 0.01% 537
2017
Q4
Sell
-27,100
Closed -$1.2M 1128
2017
Q3
$1.2M Buy
+27,100
New +$1.2M ﹤0.01% 883