Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,032
Closed -$50K 169
2023
Q2
$50K Hold
3,032
0.01% 166
2023
Q1
$28K Hold
3,032
0.01% 165
2022
Q4
$12.9K Sell
3,032
-3,334
-52% -$14.2K ﹤0.01% 170
2022
Q3
$58K Buy
6,366
+3,197
+101% +$29.1K 0.01% 238
2022
Q2
$21K Sell
3,169
-324
-9% -$2.15K ﹤0.01% 455
2022
Q1
$96K Buy
3,493
+161
+5% +$4.43K 0.01% 483
2021
Q4
$131K Buy
3,332
+999
+43% +$39.3K 0.01% 498
2021
Q3
$98K Buy
+2,333
New +$98K 0.01% 495