Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Hold
0
67
2023
Q2
Hold
0
72
2023
Q1
Sell
-66,821
Closed -$1.17M 88
2022
Q4
$1.17M Buy
66,821
+553
+0.8% +$9.64K 0.68% 26
2022
Q3
$845K Sell
66,268
-64,793
-49% -$826K 0.52% 37
2022
Q2
$833K Buy
131,061
+35,300
+37% +$224K 0.5% 40
2022
Q1
$996K Buy
95,761
+15,077
+19% +$157K 0.44% 37
2021
Q4
$1.3M Buy
80,684
+10,684
+15% +$171K 0.49% 33
2021
Q3
$1M Buy
+70,000
New +$1M 0.41% 33