Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Hold
0
105
2023
Q2
Hold
0
118
2023
Q1
Hold
0
108
2022
Q4
Sell
-148,571
Closed -$2.38M 84
2022
Q3
$2.38M Buy
148,571
+125,714
+550% +$2.02M 1.12% 22
2022
Q2
$178K Buy
+22,857
New +$178K 0.05% 136
2022
Q1
Sell
-27,429
Closed -$655K 216
2021
Q4
$655K Sell
27,429
-14,857
-35% -$355K 0.17% 124
2021
Q3
$699K Buy
42,286
+28,572
+208% +$472K 0.2% 113
2021
Q2
$276K Sell
13,714
-14,857
-52% -$299K 0.07% 214
2021
Q1
$333K Buy
+28,571
New +$333K 0.09% 187