Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,126
Closed -$329K 652
2022
Q4
$329K Buy
3,126
+622
+25% +$65.4K 0.01% 426
2022
Q3
$219K Sell
2,504
-7,276
-74% -$636K 0.01% 467
2022
Q2
$985K Buy
9,780
+3,232
+49% +$326K 0.04% 207
2022
Q1
$707K Buy
+6,548
New +$707K 0.02% 224
2020
Q3
Sell
-38
Closed -$4K 549
2020
Q2
$4K Sell
38
-66
-63% -$6.95K ﹤0.01% 768
2020
Q1
$10K Buy
+104
New +$10K ﹤0.01% 369