Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-111,100
Closed -$381K 379
2023
Q2
$381K Buy
111,100
+52,600
+90% +$180K 0.02% 712
2023
Q1
$176K Buy
58,500
+21,200
+57% +$63.8K 0.01% 1031
2022
Q4
$120K Sell
37,300
-5,800
-13% -$18.7K ﹤0.01% 1189
2022
Q3
$113K Sell
43,100
-450,958
-91% -$1.18M ﹤0.01% 1341
2022
Q2
$1.25M Buy
+494,058
New +$1.25M 0.04% 448