Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-23,205
Closed -$270K 187
2022
Q4
$270K Sell
23,205
-4,200
-15% -$48.8K 0.03% 148
2022
Q3
$307K Sell
27,405
-26,950
-50% -$302K 0.04% 141
2022
Q2
$605K Sell
54,355
-38,882
-42% -$433K 0.09% 98
2022
Q1
$1.58M Sell
93,237
-42,216
-31% -$714K 0.19% 68
2021
Q4
$2.81M Buy
135,453
+3,959
+3% +$82.2K 0.25% 56
2021
Q3
$1.86M Sell
131,494
-950
-0.7% -$13.5K 0.19% 68
2021
Q2
$1.97M Sell
132,444
-19,708
-13% -$293K 0.2% 68
2021
Q1
$1.86M Buy
+152,152
New +$1.86M 0.22% 61