Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,413
Closed -$391K 1175
2023
Q1
$391K Buy
5,413
+300
+6% +$21.7K ﹤0.01% 888
2022
Q4
$347K Buy
5,113
+75
+1% +$5.09K ﹤0.01% 924
2022
Q3
$378K Sell
5,038
-63
-1% -$4.73K ﹤0.01% 869
2022
Q2
$465K Buy
5,101
+2,791
+121% +$254K ﹤0.01% 812
2022
Q1
$255K Buy
+2,310
New +$255K ﹤0.01% 1059
2021
Q3
Sell
-24,372
Closed -$4.47M 1166
2021
Q2
$4.47M Buy
+24,372
New +$4.47M 0.03% 350