Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,766
Closed -$572K 332
2023
Q1
$572K Sell
3,766
-25,216
-87% -$3.83M 0.01% 95
2022
Q4
$3.92M Buy
+28,982
New +$3.92M 0.05% 45
2021
Q4
Sell
-6,500
Closed -$1.01M 166
2021
Q3
$1.01M Buy
+6,500
New +$1.01M 0.01% 220
2021
Q2
Hold
0
460