Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-165,893
Closed -$1.97M 802
2023
Q1
$1.97M Buy
165,893
+124,945
+305% +$1.48M 0.22% 149
2022
Q4
$498K Sell
40,948
-79,576
-66% -$968K 0.06% 369
2022
Q3
$1.02M Buy
120,524
+56,455
+88% +$480K 0.08% 271
2022
Q2
$636K Sell
64,069
-28,727
-31% -$285K 0.05% 384
2022
Q1
$968K Buy
+92,796
New +$968K 0.08% 332