Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$210K Sell
1,604
-104
-6% -$13.6K 0.1% 135
2022
Q4
$241K Buy
+1,708
New +$241K 0.11% 145
2022
Q3
Sell
-2,185
Closed -$309K 501
2022
Q2
$309K Buy
2,185
+1,359
+165% +$192K 0.14% 122
2022
Q1
$107K Hold
826
0.03% 260
2021
Q4
$110K Buy
+826
New +$110K 0.05% 266