Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,975
Closed -$494K 492
2023
Q1
$494K Sell
3,975
-42,998
-92% -$5.35M 0.09% 317
2022
Q4
$4.02M Sell
46,973
-4,840
-9% -$414K 0.76% 17
2022
Q3
$5.44M Buy
51,813
+45,401
+708% +$4.77M 0.88% 20
2022
Q2
$571K Buy
+6,412
New +$571K 0.13% 215