Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$258K Buy
12,945
+1,000
+8% +$20K 0.07% 205
2022
Q4
$233K Sell
11,945
-1,718
-13% -$33.4K 0.06% 188
2022
Q3
$212K Sell
13,663
-163,162
-92% -$2.53M 0.06% 190
2022
Q2
$3.74M Buy
+176,825
New +$3.74M 1% 22
2021
Q4
Sell
-23,126
Closed -$468K 280
2021
Q3
$468K Sell
23,126
-12,287
-35% -$249K 0.1% 172
2021
Q2
$754K Sell
35,413
-3,337
-9% -$71.1K 0.17% 136
2021
Q1
$936K Buy
+38,750
New +$936K 0.23% 116