Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,190
Closed -$251K 497
2023
Q1
$251K Sell
1,190
-143
-11% -$30.2K 0.01% 302
2022
Q4
$274K Buy
1,333
+222
+20% +$45.6K 0.02% 295
2022
Q3
$193K Sell
1,111
-684
-38% -$119K 0.01% 296
2022
Q2
$300K Buy
1,795
+1,483
+475% +$248K 0.02% 307
2022
Q1
$69K Hold
312
﹤0.01% 501
2021
Q4
$79K Buy
+312
New +$79K ﹤0.01% 440