Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-22,917
Closed -$78.6K 479
2023
Q2
$78.6K Sell
22,917
-435,060
-95% -$1.49M ﹤0.01% 479
2023
Q1
$1.38M Buy
457,977
+259,069
+130% +$780K 0.01% 329
2022
Q4
$640K Buy
198,908
+69,758
+54% +$225K 0.01% 466
2022
Q3
$340K Buy
129,150
+3,737
+3% +$9.83K ﹤0.01% 553
2022
Q2
$317 Buy
125,413
+102,496
+447% +$259 ﹤0.01% 570
2022
Q1
$80K Hold
22,917
﹤0.01% 620
2021
Q4
$163K Buy
+22,917
New +$163K ﹤0.01% 613