Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-8,081
Closed -$263K 168
2022
Q4
$263K Buy
8,081
+1,181
+17% +$38.4K 0.4% 153
2022
Q3
$216K Buy
6,900
+6,841
+11,595% +$214K 0.27% 193
2022
Q2
$236K Buy
+59
New +$236K 0.16% 230
2021
Q3
Sell
-8,934
Closed -$255K 288
2021
Q2
$255K Sell
8,934
-1,421
-14% -$40.6K 0.07% 266
2021
Q1
$292K Buy
+10,355
New +$292K 0.08% 234