Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-38,051
Closed -$189K 490
2022
Q4
$189K Hold
38,051
0.02% 348
2022
Q3
$188K Sell
38,051
-9,044
-19% -$44.7K 0.03% 361
2022
Q2
$260K Hold
47,095
0.06% 302
2022
Q1
$402K Hold
47,095
0.08% 263
2021
Q4
$486K Hold
47,095
0.1% 241
2021
Q3
$441K Sell
47,095
-81,156
-63% -$760K 0.1% 241
2021
Q2
$1.49M Buy
128,251
+216
+0.2% +$2.52K 0.27% 119
2021
Q1
$1.49M Buy
128,035
+94,190
+278% +$1.1M 0.27% 116
2020
Q4
$280K Buy
+33,845
New +$280K 0.06% 352