Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,232
Closed -$458K 129
2022
Q4
$458K Hold
2,232
0.03% 49
2022
Q3
$388K Buy
+2,232
New +$388K 0.03% 52
2021
Q2
Sell
-7,765
Closed -$1.54M 108
2021
Q1
$1.54M Buy
7,765
+3,830
+97% +$761K 0.11% 59
2020
Q4
$851K Buy
+3,935
New +$851K 0.06% 25