Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,954
Closed -$121K 567
2022
Q4
$121K Hold
1,954
0.02% 128
2022
Q3
$98K Sell
1,954
-200
-9% -$10K 0.04% 135
2022
Q2
$121K Sell
2,154
-261
-11% -$14.7K 0.04% 144
2022
Q1
$166K Buy
2,415
+303
+14% +$20.8K 0.05% 129
2021
Q4
$114K Buy
2,112
+430
+26% +$23.2K 0.03% 184
2021
Q3
$80K Hold
1,682
0.02% 194
2021
Q2
$109K Sell
1,682
-2,901
-63% -$188K 0.04% 128
2021
Q1
$284K Buy
+4,583
New +$284K 0.1% 71