Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-40,000
Closed -$41K 657
2022
Q4
$41K Buy
40,000
+20,000
+100% +$20.5K ﹤0.01% 748
2022
Q3
$21K Sell
20,000
-43,122
-68% -$45.3K ﹤0.01% 567
2022
Q2
$534K Buy
63,122
+38,075
+152% +$322K 0.04% 229
2022
Q1
$311K Buy
25,047
+12,397
+98% +$154K 0.02% 391
2021
Q4
$168K Buy
+12,650
New +$168K 0.01% 565