Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-23,500
Closed -$716K 127
2023
Q3
$716K Buy
23,500
+200
+0.9% +$6.09K 0.29% 59
2023
Q2
$870K Sell
23,300
-21,714
-48% -$811K 0.33% 55
2023
Q1
$1.44M Buy
45,014
+43,389
+2,670% +$1.39M 0.57% 44
2022
Q4
$58K Buy
1,625
+500
+44% +$17.9K 0.02% 104
2022
Q3
$33K Buy
+1,125
New +$33K 0.02% 115
2022
Q1
Sell
-500
Closed -$35K 148
2021
Q4
$35K Hold
500
0.01% 127
2021
Q3
$40K Buy
+500
New +$40K 0.02% 122