Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-82,700
Closed -$3.26M 18
2023
Q3
$3.26M Buy
+82,700
New +$3.26M 4.57% 4
2023
Q2
Sell
-10,500
Closed -$358K 14
2023
Q1
$358K Buy
+10,500
New +$358K 0.19% 12
2022
Q4
Hold
0
20
2022
Q3
Sell
-20,100
Closed -$657K 22
2022
Q2
$657K Buy
+20,100
New +$657K 0.28% 9
2022
Q1
Hold
0
19
2021
Q4
Hold
0
13