Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-13,000
Closed -$1.92M 652
2022
Q4
$1.92M Sell
13,000
-13,600
-51% -$2.01M 0.01% 510
2022
Q3
$3.76M Buy
+26,600
New +$3.76M 0.05% 182
2021
Q2
Sell
-5,460
Closed -$1.25M 790
2021
Q1
$1.25M Buy
+5,460
New +$1.25M 0.01% 513