Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-168,791
Closed -$128K 1561
2023
Q1
$128K Sell
168,791
-871,857
-84% -$660K 0.01% 1081
2022
Q4
$1,000K Buy
+1,040,648
New +$1,000K 0.04% 457
2022
Q1
Sell
-145,581
Closed -$913K 1657
2021
Q4
$913K Buy
+145,581
New +$913K 0.04% 442