Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-52,722
Closed -$1.52M 108
2022
Q4
$1.52M Buy
52,722
+2,992
+6% +$86.1K 0.75% 40
2022
Q3
$1.12M Buy
49,730
+2,802
+6% +$63.3K 0.6% 46
2022
Q2
$986K Buy
46,928
+19,925
+74% +$419K 0.53% 51
2022
Q1
$695K Buy
27,003
+13,802
+105% +$355K 0.36% 77
2021
Q4
$321K Sell
13,201
-13,895
-51% -$338K 0.17% 117
2021
Q3
$619K Buy
27,096
+1,108
+4% +$25.3K 0.36% 82
2021
Q2
$678K Buy
+25,988
New +$678K 0.37% 84