Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-18,112
Closed -$120K 595
2023
Q2
$120K Sell
18,112
-1,364
-7% -$9K 0.01% 551
2023
Q1
$147K Sell
19,476
-24,842
-56% -$188K 0.01% 549
2022
Q4
$299K Buy
44,318
+33,222
+299% +$224K 0.01% 561
2022
Q3
$64K Buy
+11,096
New +$64K ﹤0.01% 511
2022
Q2
Sell
-6,159
Closed -$73K 550
2022
Q1
$73K Buy
+6,159
New +$73K ﹤0.01% 537