Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,184
Closed -$369K 194
2022
Q4
$369K Sell
5,184
-209
-4% -$14.9K 0.04% 148
2022
Q3
$464K Sell
5,393
-567
-10% -$48.8K 0.06% 128
2022
Q2
$416K Buy
5,960
+1,035
+21% +$72.2K 0.05% 145
2022
Q1
$570K Buy
4,925
+277
+6% +$32.1K 0.06% 120
2021
Q4
$877K Buy
4,648
+3,648
+365% +$688K 0.1% 99
2021
Q3
$260K Sell
1,000
-16
-2% -$4.16K 0.03% 155
2021
Q2
$296K Buy
1,016
+16
+2% +$4.66K 0.04% 150
2021
Q1
$243K Hold
1,000
0.04% 153
2020
Q4
$234K Buy
+1,000
New +$234K 0.04% 153