Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,480
Closed -$18K 152
2022
Q4
$18K Hold
1,480
0.02% 144
2022
Q3
$12K Buy
+1,480
New +$12K 0.01% 141
2022
Q2
Sell
-14,953
Closed -$255K 155
2022
Q1
$255K Buy
14,953
+870
+6% +$14.8K 0.17% 128
2021
Q4
$602K Buy
14,083
+260
+2% +$11.1K 0.41% 97
2021
Q3
$719K Sell
13,823
-1,385
-9% -$72K 0.5% 101
2021
Q2
$696K Buy
15,208
+10,569
+228% +$484K 0.47% 104
2021
Q1
$205K Sell
4,639
-537
-10% -$23.7K 0.2% 109
2020
Q4
$195K Buy
+5,176
New +$195K 0.24% 98