Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-7,694
Closed -$341K 514
2023
Q1
$341K Sell
7,694
-26,867
-78% -$1.19M 0.04% 472
2022
Q4
$1.13M Buy
34,561
+4,711
+16% +$153K 0.13% 285
2022
Q3
$1.22M Buy
29,850
+21,086
+241% +$861K 0.13% 271
2022
Q2
$415K Buy
+8,764
New +$415K 0.04% 491
2022
Q1
Sell
-12,973
Closed -$846K 626
2021
Q4
$846K Buy
12,973
+3,106
+31% +$203K 0.09% 325
2021
Q3
$913K Buy
+9,867
New +$913K 0.07% 374
2021
Q2
Sell
-33,303
Closed -$4.43M 526
2021
Q1
$4.43M Buy
+33,303
New +$4.43M 0.38% 67