Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,051
Closed -$138K 424
2023
Q1
$138K Sell
11,051
-1,402
-11% -$17.6K 0.01% 351
2022
Q4
$217K Buy
12,453
+4,985
+67% +$86.8K 0.01% 317
2022
Q3
$120K Sell
7,468
-1,647
-18% -$26.5K 0.01% 352
2022
Q2
$157K Hold
9,115
0.01% 401
2022
Q1
$204K Buy
9,115
+2,813
+45% +$63K 0.01% 366
2021
Q4
$146K Buy
+6,302
New +$146K 0.01% 352