Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,440
Closed -$12 144
2023
Q2
$12 Hold
1,440
﹤0.01% 142
2023
Q1
$12K Sell
1,440
-1,000
-41% -$8.33K ﹤0.01% 148
2022
Q4
$23K Sell
2,440
-343,439
-99% -$3.24M 0.01% 167
2022
Q3
$3.68M Sell
345,879
-47,896
-12% -$510K 0.72% 37
2022
Q2
$5.8M Sell
393,775
-19,270
-5% -$284K 1.67% 30
2022
Q1
$8.08M Buy
+413,045
New +$8.08M 1.85% 26