Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-17,160
Closed -$204K 351
2022
Q4
$204K Sell
17,160
-1,715
-9% -$20.4K 0.05% 314
2022
Q3
$203K Sell
18,875
-14,360
-43% -$154K 0.05% 307
2022
Q2
$413K Buy
+33,235
New +$413K 0.08% 248
2021
Q2
Sell
-184
Closed -$2K 413
2021
Q1
$2K Sell
184
-33,523
-99% -$364K ﹤0.01% 1428
2020
Q4
$397K Buy
33,707
+2,921
+9% +$34.4K 0.09% 214
2020
Q3
$340K Buy
+30,786
New +$340K 0.09% 216