Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,833
Closed -$62.9K 950
2023
Q1
$62.9K Hold
1,833
0.03% 336
2022
Q4
$55.8K Sell
1,833
-66
-3% -$2.01K 0.03% 351
2022
Q3
$49K Hold
1,899
0.03% 338
2022
Q2
$50.8K Buy
+1,899
New +$50.8K 0.03% 356
2022
Q1
Sell
-2,107
Closed -$80K 1022
2021
Q4
$80K Sell
2,107
-1,315
-38% -$49.9K 0.05% 232
2021
Q3
$114K Buy
3,422
+1,269
+59% +$42.3K 0.06% 207
2021
Q2
$75K Buy
+2,153
New +$75K 0.06% 209