Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-11,404
Closed -$70.7K 91
2022
Q4
$70.7K Hold
11,404
0.19% 33
2022
Q3
$131K Sell
11,404
-7,049
-38% -$81K 0.23% 41
2022
Q2
$435K Hold
18,453
0.71% 37
2022
Q1
$908K Hold
18,453
1.18% 35
2021
Q4
$974K Buy
+18,453
New +$974K 0.92% 40