Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-12,617
Closed -$443K 1444
2022
Q4
$443K Sell
12,617
-41,051
-76% -$1.44M 0.02% 753
2022
Q3
$1.58M Sell
53,668
-15,055
-22% -$443K 0.06% 341
2022
Q2
$3.74M Buy
+68,723
New +$3.74M 0.11% 191
2022
Q1
Sell
-10,655
Closed -$587K 1380
2021
Q4
$587K Buy
10,655
+5,760
+118% +$317K 0.02% 582
2021
Q3
$234K Buy
+4,895
New +$234K 0.01% 908