Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-58
Closed -$1.32M 329
2023
Q3
$1.32M Sell
58
-4
-6% -$90.9K 0.03% 123
2023
Q2
$1.35M Hold
62
0.03% 127
2023
Q1
$1.32M Sell
62
-308
-83% -$6.56M 0.03% 193
2022
Q4
$7.63M Buy
370
+65
+21% +$1.34M 0.13% 169
2022
Q3
$6.19M Hold
305
0.08% 300
2022
Q2
$6.12M Sell
305
-3
-1% -$60.2K 0.07% 338
2022
Q1
$6.15M Buy
+308
New +$6.15M 0.05% 350