Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-121,386
Closed -$2.19M 32
2022
Q4
$2.19M Hold
121,386
2.16% 13
2022
Q3
$2.03M Buy
+121,386
New +$2.03M 2.13% 13
2022
Q1
Sell
-15,000
Closed -$520K 25
2021
Q4
$520K Buy
+15,000
New +$520K 0.46% 20