Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,064
Closed -$436K 590
2023
Q2
$436K Sell
7,064
-58,455
-89% -$3.61M 0.02% 671
2023
Q1
$4.16M Buy
65,519
+33,157
+102% +$2.11M 0.16% 109
2022
Q4
$2.13M Buy
32,362
+15,883
+96% +$1.04M 0.08% 260
2022
Q3
$844K Sell
16,479
-5,355
-25% -$274K 0.03% 552
2022
Q2
$1.21M Sell
21,834
-126,116
-85% -$7M 0.04% 463
2022
Q1
$10.5M Buy
147,950
+136,844
+1,232% +$9.67M 0.4% 55
2021
Q4
$653K Buy
+11,106
New +$653K 0.03% 544
2021
Q1
Sell
-5,695
Closed -$219K 986
2020
Q4
$219K Buy
+5,695
New +$219K 0.01% 590