Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-20,247
Closed -$146K 1181
2023
Q1
$146K Sell
20,247
-2,764
-12% -$20K ﹤0.01% 1079
2022
Q4
$215K Buy
23,011
+2,437
+12% +$22.8K ﹤0.01% 1090
2022
Q3
$203K Sell
20,574
-1,923
-9% -$19K ﹤0.01% 1090
2022
Q2
$360K Sell
22,497
-425
-2% -$6.8K ﹤0.01% 1014
2022
Q1
$524K Buy
+22,922
New +$524K ﹤0.01% 1034