Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$160K Buy
+3,563
New +$160K 0.01% 601
2022
Q4
Sell
-3,469
Closed -$65K 606
2022
Q3
$65K Sell
3,469
-337
-9% -$6.31K ﹤0.01% 665
2022
Q2
$56K Sell
3,806
-196
-5% -$2.88K ﹤0.01% 706
2022
Q1
$97K Sell
4,002
-1,086
-21% -$26.3K ﹤0.01% 634
2021
Q4
$130K Sell
5,088
-441
-8% -$11.3K ﹤0.01% 624
2021
Q3
$141K Buy
+5,529
New +$141K ﹤0.01% 627