Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-569
Closed -$196K 169
2022
Q4
$196K Hold
569
0.21% 42
2022
Q3
$157K Sell
569
-206
-27% -$56.8K 0.19% 42
2022
Q2
$284K Sell
775
-88
-10% -$32.2K 0.32% 38
2022
Q1
$393K Sell
863
-23
-3% -$10.5K 0.41% 33
2021
Q4
$502K Hold
886
0.5% 33
2021
Q3
$510K Sell
886
-120
-12% -$69.1K 0.55% 30
2021
Q2
$589K Buy
1,006
+120
+14% +$70.3K 0.66% 28
2021
Q1
$421K Buy
+886
New +$421K 0.52% 32