Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,992
Closed -$191K 454
2023
Q1
$191K Sell
2,992
-437
-13% -$27.9K 0.01% 327
2022
Q4
$206K Buy
3,429
+909
+36% +$54.6K 0.01% 323
2022
Q3
$156K Sell
2,520
-1,499
-37% -$92.8K 0.01% 324
2022
Q2
$262K Hold
4,019
0.01% 329
2022
Q1
$334K Buy
4,019
+1,322
+49% +$110K 0.01% 285
2021
Q4
$248K Hold
2,697
0.01% 280
2021
Q3
$242K Buy
+2,697
New +$242K 0.01% 238