Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-879
Closed -$201K 853
2023
Q1
$201K Sell
879
-13,230
-94% -$3.03M 0.02% 526
2022
Q4
$2.71M Sell
14,109
-30,699
-69% -$5.9M 0.31% 94
2022
Q3
$8.44M Buy
44,808
+13,636
+44% +$2.57M 0.65% 30
2022
Q2
$6M Sell
31,172
-13,397
-30% -$2.58M 0.47% 50
2022
Q1
$9.76M Buy
44,569
+38,771
+669% +$8.49M 0.78% 15
2021
Q4
$1.76M Buy
5,798
+4,975
+604% +$1.51M 0.11% 248
2021
Q3
$234K Buy
+823
New +$234K 0.01% 453