Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2
Closed -$142 69
2022
Q4
$142 Sell
2
-11,691
-100% -$830K ﹤0.01% 64
2022
Q3
$1.01M Sell
11,693
-34,500
-75% -$2.97M 0.13% 17
2022
Q2
$3.23M Buy
46,193
+13,000
+39% +$908K 0.49% 17
2022
Q1
$3.84M Buy
33,193
+28,843
+663% +$3.34M 0.32% 18
2021
Q4
$820K Buy
+4,350
New +$820K 0.11% 64