Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,543
Closed -$233K 717
2023
Q1
$233K Buy
+3,543
New +$233K ﹤0.01% 623
2022
Q3
Sell
-14,805
Closed -$1.22M 732
2022
Q2
$1.22M Buy
14,805
+1,274
+9% +$105K 0.01% 465
2022
Q1
$1.7M Buy
13,531
+11,575
+592% +$1.45M 0.01% 411
2021
Q4
$446K Buy
+1,956
New +$446K ﹤0.01% 530