Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,459
Closed -$317K 307
2023
Q2
$317K Sell
10,459
-2,625
-20% -$79.6K 0.04% 224
2023
Q1
$347K Buy
13,084
+1,610
+14% +$42.6K 0.05% 204
2022
Q4
$259K Sell
11,474
-45,985
-80% -$1.04M 0.04% 214
2022
Q3
$1.24M Buy
57,459
+47,414
+472% +$1.02M 0.22% 103
2022
Q2
$223K Buy
10,045
+2,091
+26% +$46.4K 0.04% 221
2022
Q1
$223K Sell
7,954
-7,763
-49% -$218K 0.07% 205
2021
Q4
$447K Buy
+15,717
New +$447K 0.08% 174