Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,559
Closed -$35.1K 27
2023
Q2
$35.1K Sell
5,559
-1,250
-18% -$7.9K 0.04% 26
2023
Q1
$106K Sell
6,809
-16,626
-71% -$259K 0.14% 23
2022
Q4
$765K Hold
23,435
1.04% 14
2022
Q3
$765K Hold
23,435
1.14% 14
2022
Q2
$975K Hold
23,435
1.28% 15
2022
Q1
$956K Hold
23,435
1.2% 14
2021
Q4
$586K Buy
+23,435
New +$586K 0.71% 18