Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-30,000
Closed -$1.48M 315
2023
Q3
$1.48M Sell
30,000
-60,500
-67% -$2.98M 0.21% 51
2023
Q2
$4.32M Buy
90,500
+24,500
+37% +$1.17M 0.6% 13
2023
Q1
$2.61M Buy
+66,000
New +$2.61M 0.51% 20
2021
Q2
Hold
0
495
2021
Q1
Hold
0
413