Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-8,359
Closed -$2.23M 181
2022
Q4
$2.23M Sell
8,359
-1,002
-11% -$268K 0.62% 49
2022
Q3
$2.3M Buy
9,361
+7,702
+464% +$1.89M 0.64% 37
2022
Q2
$352K Sell
1,659
-8,841
-84% -$1.88M 0.16% 71
2022
Q1
$3.42M Buy
+10,500
New +$3.42M 1.7% 13