Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,181
Closed -$468K 29
2023
Q2
$468K Sell
6,181
-22,173
-78% -$1.68M 0.02% 658
2023
Q1
$1.79M Sell
28,354
-3,445
-11% -$217K 0.07% 307
2022
Q4
$1.73M Buy
31,799
+27,367
+617% +$1.49M 0.06% 314
2022
Q3
$253K Buy
+4,432
New +$253K 0.01% 1064
2021
Q3
Sell
-6,000
Closed -$352K 1143
2021
Q2
$352K Sell
6,000
-61,161
-91% -$3.59M 0.01% 994
2021
Q1
$4.37M Buy
+67,161
New +$4.37M 0.14% 181