Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-12,958
Closed -$1.47M 63
2023
Q1
$1.47M Sell
12,958
-2,107
-14% -$239K 0.23% 42
2022
Q4
$2.69M Buy
15,065
+2,565
+21% +$459K 0.57% 36
2022
Q3
$3.34M Sell
12,500
-2,500
-17% -$667K 0.71% 33
2022
Q2
$2.15M Buy
+15,000
New +$2.15M 0.35% 35
2021
Q3
Sell
-2,000
Closed -$1.44M 70
2021
Q2
$1.44M Hold
2,000
0.29% 50
2021
Q1
$1.06M Sell
2,000
-7,000
-78% -$3.72M 0.2% 50
2020
Q4
$3.68M Buy
+9,000
New +$3.68M 0.51% 36