Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
51
2022
Q4
Sell
-14,042
Closed -$185K 38
2022
Q3
$185K Buy
14,042
+6,900
+97% +$90.9K 2.52% 10
2022
Q2
$95K Hold
7,142
0.04% 15
2022
Q1
$274K Hold
7,142
0.02% 6
2021
Q4
$305K Buy
+7,142
New +$305K 0.03% 6