Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,472
Closed -$193K 744
2023
Q1
$193K Sell
3,472
-491
-12% -$27.3K 0.04% 217
2022
Q4
$210K Buy
3,963
+1,552
+64% +$82.2K 0.05% 208
2022
Q3
$103K Sell
2,411
-2,802
-54% -$120K 0.03% 295
2022
Q2
$241K Buy
5,213
+5,123
+5,692% +$237K 0.07% 134
2022
Q1
$4K Sell
90
-8,509
-99% -$378K ﹤0.01% 702
2021
Q4
$494K Buy
8,599
+6,397
+291% +$367K 0.08% 111
2021
Q3
$106K Sell
2,202
-774
-26% -$37.3K 0.02% 269
2021
Q2
$138K Buy
2,976
+1,830
+160% +$84.9K 0.01% 208
2021
Q1
$43K Buy
+1,146
New +$43K ﹤0.01% 467