Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,371
Closed -$357K 1639
2022
Q4
$357K Buy
+7,371
New +$357K 0.08% 470
2022
Q3
Sell
-13,195
Closed -$660K 1360
2022
Q2
$660K Buy
13,195
+7,593
+136% +$380K 0.27% 76
2022
Q1
$288K Buy
5,602
+689
+14% +$35.4K 0.13% 284
2021
Q4
$246K Sell
4,913
-296
-6% -$14.8K 0.14% 284
2021
Q3
$251K Buy
+5,209
New +$251K 0.08% 407