Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-22,733
Closed -$40K 4040
2022
Q4
$40K Sell
22,733
-120,427
-84% -$212K ﹤0.01% 3867
2022
Q3
$338K Sell
143,160
-19,066
-12% -$45K ﹤0.01% 3539
2022
Q2
$467K Sell
162,226
-10,822
-6% -$31.2K ﹤0.01% 3418
2022
Q1
$1.05M Buy
173,048
+4,673
+3% +$28.5K ﹤0.01% 3199
2021
Q4
$1.43M Buy
168,375
+55,195
+49% +$469K ﹤0.01% 3094
2021
Q3
$1.51M Buy
113,180
+17,228
+18% +$230K ﹤0.01% 2978
2021
Q2
$1.74M Buy
95,952
+68,719
+252% +$1.24M ﹤0.01% 2990
2021
Q1
$323K Buy
+27,233
New +$323K ﹤0.01% 3566