Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,802
Closed -$9K 654
2023
Q2
$9K Sell
5,802
-3,571
-38% -$5.54K ﹤0.01% 577
2023
Q1
$14K Sell
9,373
-70,584
-88% -$105K ﹤0.01% 552
2022
Q4
$152K Buy
79,957
+70,508
+746% +$134K 0.04% 297
2022
Q3
$22K Sell
9,449
-2,629
-22% -$6.12K 0.01% 498
2022
Q2
$28K Sell
12,078
-5,812
-32% -$13.5K 0.01% 485
2022
Q1
$84K Buy
17,890
+7,058
+65% +$33.1K 0.02% 386
2021
Q4
$46K Buy
+10,832
New +$46K 0.01% 426