Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-134,652
Closed -$123K 113
2023
Q1
$123K Buy
134,652
+129,394
+2,461% +$118K 0.1% 108
2022
Q4
$335K Sell
5,258
-1,485
-22% -$94.6K 0.21% 87
2022
Q3
$349K Buy
6,743
+5,213
+341% +$270K 0.23% 78
2022
Q2
$228K Sell
1,530
-5,513
-78% -$822K 0.13% 110
2022
Q1
$574K Hold
7,043
0.28% 68
2021
Q4
$582K Sell
7,043
-177
-2% -$14.6K 0.29% 62
2021
Q3
$579K Hold
7,220
0.33% 56
2021
Q2
$596K Hold
7,220
0.37% 52
2021
Q1
$646K Buy
7,220
+1,430
+25% +$128K 0.39% 51
2020
Q4
$327K Buy
+5,790
New +$327K 0.25% 78