Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$62.8K Buy
73,601
+19,030
+35% +$16.2K ﹤0.01% 658
2022
Q4
$70.9K Sell
54,571
-9,336
-15% -$12.1K ﹤0.01% 497
2022
Q3
$114K Sell
63,907
-98,559
-61% -$176K ﹤0.01% 646
2022
Q2
$367K Buy
162,466
+97,280
+149% +$220K 0.01% 569
2022
Q1
$220K Buy
65,186
+4,699
+8% +$15.9K ﹤0.01% 598
2021
Q4
$292K Buy
+60,487
New +$292K 0.01% 595
2021
Q2
Sell
-172,751
Closed -$1.17M 760
2021
Q1
$1.17M Buy
+172,751
New +$1.17M 0.02% 257