Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,165
Closed -$354K 436
2022
Q4
$354K Sell
4,165
-2,688
-39% -$228K 0.03% 279
2022
Q3
$469K Buy
6,853
+61
+0.9% +$4.18K 0.04% 201
2022
Q2
$443K Sell
6,792
-1,076
-14% -$70.2K 0.04% 235
2022
Q1
$604K Buy
7,868
+90
+1% +$6.91K 0.04% 212
2021
Q4
$602K Buy
+7,778
New +$602K 0.05% 151