Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-33,703
Closed -$5.53M 308
2023
Q1
$5.53M Sell
33,703
-948
-3% -$155K 0.07% 160
2022
Q4
$5.83M Sell
34,651
-6,080
-15% -$1.02M 0.08% 159
2022
Q3
$7.62M Buy
+40,731
New +$7.62M 0.11% 148
2022
Q2
Sell
-15,654
Closed -$4.1M 312
2022
Q1
$4.1M Sell
15,654
-2,000
-11% -$524K 0.04% 198
2021
Q4
$5.55M Buy
17,654
+4,200
+31% +$1.32M 0.05% 196
2021
Q3
$3.78K Buy
+13,454
New +$3.78K 0.01% 220