Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,700
Closed -$58.8K 110
2023
Q1
$58.8K Sell
4,700
-11,300
-71% -$141K 0.06% 41
2022
Q4
$218K Hold
16,000
0.22% 36
2022
Q3
$197K Hold
16,000
0.2% 40
2022
Q2
$189K Hold
16,000
0.18% 40
2022
Q1
$240K Buy
+16,000
New +$240K 0.23% 32