Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-8,635
Closed -$388K 1654
2022
Q4
$388K Sell
8,635
-37,776
-81% -$1.7M 0.01% 803
2022
Q3
$1.89M Buy
46,411
+32,600
+236% +$1.32M 0.07% 295
2022
Q2
$632K Sell
13,811
-112,383
-89% -$5.14M 0.02% 735
2022
Q1
$6.84M Buy
+126,194
New +$6.84M 0.26% 97
2020
Q4
Sell
-6,600
Closed -$302K 856
2020
Q3
$302K Buy
+6,600
New +$302K 0.04% 341