Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-32,522
Closed -$1.32M 314
2023
Q2
$1.32M Sell
32,522
-179,951
-85% -$7.33M 0.06% 379
2023
Q1
$8.9M Buy
212,473
+205,361
+2,888% +$8.6M 0.35% 50
2022
Q4
$307K Sell
7,112
-52,934
-88% -$2.29M 0.01% 902
2022
Q3
$2.25M Buy
60,046
+28,222
+89% +$1.06M 0.08% 251
2022
Q2
$1.44M Buy
+31,824
New +$1.44M 0.04% 402