Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,497
Closed -$209K 714
2022
Q4
$209K Sell
1,497
-490
-25% -$68.5K 0.01% 645
2022
Q3
$225K Sell
1,987
-857
-30% -$97K 0.01% 547
2022
Q2
$313K Buy
2,844
+825
+41% +$90.8K 0.01% 474
2022
Q1
$269K Buy
2,019
+74
+4% +$9.86K 0.01% 572
2021
Q4
$286K Hold
1,945
0.01% 551
2021
Q3
$241K Hold
1,945
0.01% 615
2021
Q2
$260K Sell
1,945
-180
-8% -$24.1K 0.01% 589
2021
Q1
$271K Buy
+2,125
New +$271K 0.01% 551