Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-9,241
Closed -$902K 2762
2023
Q2
$902K Hold
9,241
﹤0.01% 2054
2023
Q1
$902K Hold
9,241
﹤0.01% 2054
2022
Q4
$574K Buy
9,241
+351
+4% +$21.8K ﹤0.01% 2124
2022
Q3
$648K Sell
8,890
-604
-6% -$44K ﹤0.01% 2217
2022
Q2
$897K Sell
9,494
-1,048
-10% -$99K ﹤0.01% 2026
2022
Q1
$1.46M Buy
10,542
+1,695
+19% +$234K ﹤0.01% 1956
2021
Q4
$1.61M Buy
8,847
+1,999
+29% +$365K ﹤0.01% 1972
2021
Q3
$1.77M Buy
6,848
+339
+5% +$87.6K ﹤0.01% 1896
2021
Q2
$1.5M Buy
6,509
+651
+11% +$150K ﹤0.01% 1986
2021
Q1
$987K Sell
5,858
-591
-9% -$99.6K ﹤0.01% 2097
2020
Q4
$939K Buy
6,449
+1,481
+30% +$216K ﹤0.01% 2024
2020
Q3
$491K Buy
4,968
+2,192
+79% +$217K ﹤0.01% 2154
2020
Q2
$259K Buy
+2,776
New +$259K ﹤0.01% 2326