Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$1.55M Buy
24,800
+200
+0.8% +$12.5K 0.4% 66
2022
Q4
$1.64M Buy
24,600
+10,878
+79% +$726K 0.45% 62
2022
Q3
$666K Buy
13,722
+6,912
+101% +$335K 0.19% 108
2022
Q2
$369K Sell
6,810
-1,682
-20% -$91.1K 0.1% 167
2022
Q1
$575K Buy
+8,492
New +$575K 0.14% 145
2021
Q3
Sell
-21,770
Closed -$1.43M 258
2021
Q2
$1.43M Sell
21,770
-10,986
-34% -$720K 0.32% 89
2021
Q1
$2.31M Buy
+32,756
New +$2.31M 0.56% 53