Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-91,771
Closed -$1.14M 657
2023
Q2
$1.14M Sell
91,771
-98,860
-52% -$1.23M 0.05% 430
2023
Q1
$1.73M Buy
190,631
+143,045
+301% +$1.3M 0.07% 319
2022
Q4
$202K Buy
+47,586
New +$202K 0.01% 1077
2022
Q2
Sell
-25,857
Closed -$466K 1936
2022
Q1
$466K Sell
25,857
-2,784
-10% -$50.2K 0.02% 679
2021
Q4
$1.1M Sell
28,641
-33,342
-54% -$1.28M 0.04% 396
2021
Q3
$3.11M Buy
61,983
+15,642
+34% +$784K 0.11% 204
2021
Q2
$2.94M Buy
+46,341
New +$2.94M 0.07% 311