Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-105,980
Closed -$1.09M 1986
2022
Q4
$1.09M Sell
105,980
-2,590
-2% -$26.6K 0.03% 337
2022
Q3
$1M Buy
108,570
+16,210
+18% +$150K 0.03% 340
2022
Q2
$831K Hold
92,360
0.02% 390
2022
Q1
$840K Buy
92,360
+25,510
+38% +$232K 0.02% 415
2021
Q4
$742K Sell
66,850
-1,970
-3% -$21.9K 0.02% 451
2021
Q3
$854K Buy
+68,820
New +$854K 0.02% 410