Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-23,293
Closed -$578K 514
2022
Q4
$578K Sell
23,293
-14,016
-38% -$348K 0.1% 231
2022
Q3
$1.05M Buy
37,309
+1,226
+3% +$34.5K 0.45% 56
2022
Q2
$1.25M Sell
36,083
-350
-1% -$12.2K 0.55% 47
2022
Q1
$1.56M Buy
36,433
+5,473
+18% +$234K 0.61% 46
2021
Q4
$1.13M Sell
30,960
-1,630
-5% -$59.3K 0.47% 59
2021
Q3
$1.13M Buy
32,590
+69
+0.2% +$2.39K 0.43% 66
2021
Q2
$1.13M Buy
+32,521
New +$1.13M 0.43% 68