Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Hold
0
1857
2023
Q1
Sell
-3,005
Closed -$5K 2041
2022
Q4
$5K Sell
3,005
-24
-0.8% -$40 ﹤0.01% 1431
2022
Q3
$7K Sell
3,029
-827
-21% -$1.91K ﹤0.01% 1461
2022
Q2
$11K Sell
3,856
-5,876
-60% -$16.8K ﹤0.01% 1358
2022
Q1
$82K Sell
9,732
-44,104
-82% -$372K ﹤0.01% 874
2021
Q4
$363K Buy
53,836
+35,525
+194% +$240K 0.02% 488
2021
Q3
$176K Buy
18,311
+17,931
+4,719% +$172K 0.01% 741
2021
Q2
$3K Buy
+380
New +$3K ﹤0.01% 1926