Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$661K Buy
149,616
+119,643
+399% +$529K 4.48% 8
2023
Q2
$183K Buy
29,973
+1,285
+4% +$7.86K 1.14% 15
2023
Q1
$161K Buy
+28,688
New +$161K 0.58% 23
2022
Q4
Sell
-106,664
Closed -$1.38M 102
2022
Q3
$1.38M Buy
+106,664
New +$1.38M 2.41% 15