Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-8,348
Closed -$2.88M 79
2023
Q2
$2.88M Buy
8,348
+5,508
+194% +$1.9M 0.84% 51
2023
Q1
$895K Sell
2,840
-1,951
-41% -$615K 0.26% 69
2022
Q4
$1.44M Buy
4,791
+278
+6% +$83.4K 0.42% 77
2022
Q3
$1.21M Sell
4,513
-451
-9% -$121K 0.49% 59
2022
Q2
$1.34M Sell
4,964
-3,529
-42% -$952K 0.5% 64
2022
Q1
$2.77M Buy
+8,493
New +$2.77M 0.76% 53