Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-36,120
Closed -$95.7K 648
2023
Q1
$95.7K Sell
36,120
-680,402
-95% -$1.8M 0.01% 527
2022
Q4
$3.74M Buy
716,522
+249,521
+53% +$1.3M 0.43% 51
2022
Q3
$3.4M Buy
+467,001
New +$3.4M 0.37% 76
2019
Q1
Sell
-635,770
Closed -$9.63M 249
2018
Q4
$9.63M Buy
+635,770
New +$9.63M 0.56% 41