Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-8,371
Closed -$468K 1425
2022
Q4
$468K Sell
8,371
-3,529
-30% -$197K 0.02% 730
2022
Q3
$531K Buy
+11,900
New +$531K 0.02% 735
2022
Q1
Sell
-47,712
Closed -$2.76M 1358
2021
Q4
$2.76M Buy
+47,712
New +$2.76M 0.11% 202