Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-20,585
Closed -$1.54M 1187
2023
Q3
$1.54M Buy
20,585
+9,663
+88% +$723K 0.15% 196
2023
Q2
$892K Buy
+10,922
New +$892K 0.09% 343
2022
Q4
Sell
-22,038
Closed -$1.78M 955
2022
Q3
$1.78M Buy
+22,038
New +$1.78M 0.18% 166
2021
Q4
Sell
-13,918
Closed -$1.13M 552
2021
Q3
$1.13M Buy
13,918
+1,427
+11% +$116K 0.2% 157
2021
Q2
$1M Buy
+12,491
New +$1M 0.25% 100