Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,606
Closed -$203K 1198
2023
Q1
$203K Sell
2,606
-3,681
-59% -$286K 0.01% 1008
2022
Q4
$470K Buy
+6,287
New +$470K 0.02% 724
2022
Q3
Sell
-6,515
Closed -$453K 1697
2022
Q2
$453K Buy
6,515
+2,921
+81% +$203K 0.01% 881
2022
Q1
$301K Buy
+3,594
New +$301K 0.01% 835
2021
Q3
Sell
-46,921
Closed -$4.08M 1379
2021
Q2
$4.08M Buy
+46,921
New +$4.08M 0.09% 255