Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-34,993
Closed -$338K 625
2022
Q4
$338K Hold
34,993
0.01% 610
2022
Q3
$656K Hold
34,993
0.01% 593
2022
Q2
$632K Buy
34,993
+15,116
+76% +$273K 0.01% 597
2022
Q1
$920K Buy
19,877
+8,876
+81% +$411K 0.01% 589
2021
Q4
$1.11M Buy
+11,001
New +$1.11M 0.02% 570