Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-29,832
Closed -$3.88M 13
2022
Q4
$3.88M Buy
29,832
+11,666
+64% +$1.52M 4.81% 9
2022
Q3
$2.51M Buy
18,166
+2,831
+18% +$391K 2.88% 18
2022
Q2
$2.1M Buy
15,335
+14,135
+1,178% +$1.93M 2.32% 18
2022
Q1
$210K Sell
1,200
-6,566
-85% -$1.15M 0.2% 27
2021
Q4
$1.38M Buy
+7,766
New +$1.38M 1.3% 21