Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-11,819
Closed -$1.48M 168
2022
Q4
$1.48M Buy
11,819
+559
+5% +$69.8K 1.01% 27
2022
Q3
$1.19M Buy
11,260
+113
+1% +$11.9K 0.92% 35
2022
Q2
$1.19M Sell
11,147
-489
-4% -$52.3K 0.87% 42
2022
Q1
$1.53M Sell
11,636
-169
-1% -$22.2K 0.98% 27
2021
Q4
$1.3M Sell
11,805
-102
-0.9% -$11.2K 0.85% 41
2021
Q3
$1.09M Buy
11,907
+1,577
+15% +$144K 0.78% 50
2021
Q2
$1.12M Buy
10,330
+1,647
+19% +$178K 0.83% 47
2021
Q1
$960K Buy
+8,683
New +$960K 0.87% 47