Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-873
Closed -$99.9K 734
2023
Q2
$99.9K Sell
873
-7,268
-89% -$832K 0.02% 468
2023
Q1
$923K Buy
8,141
+5,256
+182% +$596K 0.19% 148
2022
Q4
$516K Buy
+2,885
New +$516K 0.13% 220
2022
Q2
Sell
-2,717
Closed -$598K 612
2022
Q1
$598K Sell
2,717
-457
-14% -$101K 0.08% 291
2021
Q4
$1.2M Buy
+3,174
New +$1.2M 0.22% 142