Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-14,000
Closed -$18.1K 876
2023
Q1
$18.1K Hold
14,000
0.01% 532
2022
Q4
$21K Sell
14,000
-9,549
-41% -$14.3K 0.01% 519
2022
Q3
$54K Buy
23,549
+11,097
+89% +$25.4K 0.03% 318
2022
Q2
$36.9K Sell
12,452
-8
-0.1% -$24 0.02% 430
2022
Q1
$60K Buy
12,460
+4,664
+60% +$22.5K 0.05% 119
2021
Q4
$72K Buy
7,796
+4,336
+125% +$40K 0.05% 257
2021
Q3
$50K Buy
3,460
+1,914
+124% +$27.7K 0.03% 386
2021
Q2
$35K Buy
+1,546
New +$35K 0.03% 424