Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-9,154
Closed -$220K 486
2023
Q1
$220K Sell
9,154
-7,834
-46% -$189K ﹤0.01% 550
2022
Q4
$489K Sell
16,988
-254
-1% -$7.31K 0.01% 510
2022
Q3
$390K Buy
17,242
+5,891
+52% +$133K ﹤0.01% 536
2022
Q2
$238 Sell
11,351
-492
-4% -$10 ﹤0.01% 598
2022
Q1
$305K Sell
11,843
-9,026
-43% -$232K ﹤0.01% 579
2021
Q4
$507K Buy
+20,869
New +$507K ﹤0.01% 524