Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,769
Closed -$22.7K 55
2023
Q2
$22.7K Sell
4,769
-353
-7% -$1.68K 0.01% 53
2023
Q1
$23.3K Sell
5,122
-6,889
-57% -$31.3K 0.01% 52
2022
Q4
$94K Sell
12,011
-21,669
-64% -$170K 0.05% 44
2022
Q3
$505K Sell
33,680
-28,427
-46% -$426K 0.25% 27
2022
Q2
$1.48M Sell
62,107
-14,492
-19% -$345K 0.58% 17
2022
Q1
$4.77M Hold
76,599
1.3% 13
2021
Q4
$2.86M Buy
76,599
+1,591
+2% +$59.5K 0.51% 14
2021
Q3
$5.87M Buy
75,008
+73,949
+6,983% +$5.79M 0.61% 14
2021
Q2
$148K Hold
1,059
0.02% 55
2021
Q1
$147K Buy
+1,059
New +$147K 0.02% 50