Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-20,855
Closed -$318K 214
2022
Q4
$318K Buy
20,855
+1,935
+10% +$29.5K 0.13% 120
2022
Q3
$242K Hold
18,920
0.11% 142
2022
Q2
$309K Buy
18,920
+6,980
+58% +$114K 0.13% 104
2022
Q1
$245K Hold
11,940
0.1% 180
2021
Q4
$302K Buy
+11,940
New +$302K 0.15% 154