Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,400
Closed -$2.09M 146
2022
Q4
$2.09M Hold
6,400
0.9% 44
2022
Q3
$1.73M Sell
6,400
-9,222
-59% -$2.49M 0.81% 46
2022
Q2
$4.47M Buy
15,622
+5,327
+52% +$1.52M 0.66% 36
2022
Q1
$3.33M Buy
10,295
+5,295
+106% +$1.71M 0.44% 61
2021
Q4
$1.73M Buy
+5,000
New +$1.73M 0.5% 61