Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-7,335
Closed -$474K 257
2023
Q3
$474K Sell
7,335
-9,316
-56% -$602K 0.01% 218
2023
Q2
$1.41M Buy
16,651
+1,045
+7% +$88.4K 0.03% 211
2023
Q1
$1.74M Sell
15,606
-1,302
-8% -$145K 0.05% 203
2022
Q4
$2.03M Buy
16,908
+14,341
+559% +$1.72M 0.06% 188
2022
Q3
$257K Sell
2,567
-14,615
-85% -$1.46M 0.01% 230
2022
Q2
$1.26M Buy
17,182
+6,236
+57% +$457K 0.04% 196
2022
Q1
$1.39M Buy
+10,946
New +$1.39M 0.03% 203