Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,765
Closed -$213K 215
2023
Q1
$213K Buy
4,765
+1,817
+62% +$81.1K 0.01% 208
2022
Q4
$172K Sell
2,948
-51
-2% -$2.97K 0.01% 202
2022
Q3
$129K Sell
2,999
-25
-0.8% -$1.08K 0.01% 211
2022
Q2
$218K Hold
3,024
0.01% 207
2022
Q1
$251K Buy
+3,024
New +$251K 0.01% 210