Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,069
Closed -$252K 585
2023
Q2
$252K Sell
3,069
-57,761
-95% -$4.74M 0.04% 425
2023
Q1
$4.29M Buy
60,830
+50,382
+482% +$3.55M 0.89% 16
2022
Q4
$716K Buy
10,448
+777
+8% +$53.3K 0.19% 165
2022
Q3
$563K Buy
+9,671
New +$563K 0.11% 252
2020
Q1
Sell
-7,435
Closed -$421K 447
2019
Q4
$421K Buy
+7,435
New +$421K 0.02% 553