Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,690
Closed -$40.1K 411
2022
Q4
$40.1K Sell
7,690
-4,035
-34% -$21.1K ﹤0.01% 390
2022
Q3
$85K Sell
11,725
-6,440
-35% -$46.7K 0.01% 380
2022
Q2
$198K Hold
18,165
0.01% 371
2022
Q1
$205K Buy
18,165
+6,370
+54% +$71.9K 0.01% 363
2021
Q4
$148K Hold
11,795
0.01% 350
2021
Q3
$146K Buy
+11,795
New +$146K 0.01% 262