Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,174
Closed -$394K 494
2022
Q4
$394K Sell
10,174
-24,203
-70% -$937K 0.21% 193
2022
Q3
$1.43M Buy
34,377
+2,615
+8% +$109K 0.57% 35
2022
Q2
$1.46M Buy
31,762
+4,594
+17% +$211K 0.54% 55
2022
Q1
$1.56M Sell
27,168
-9,523
-26% -$546K 0.7% 61
2021
Q4
$2.2M Buy
36,691
+4,604
+14% +$276K 0.83% 24
2021
Q3
$1.7M Sell
32,087
-1,179
-4% -$62.5K 0.75% 9
2021
Q2
$1.63M Sell
33,266
-3,123
-9% -$153K 0.67% 31
2021
Q1
$1.6M Buy
+36,389
New +$1.6M 0.67% 26