Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,249
Closed -$114K 528
2022
Q4
$114K Sell
10,249
-2,822
-22% -$31.4K 0.01% 478
2022
Q3
$111K Buy
13,071
+1,777
+16% +$15.1K 0.01% 502
2022
Q2
$118K Sell
11,294
-40
-0.4% -$418 0.01% 450
2022
Q1
$123K Buy
11,334
+900
+9% +$9.77K 0.01% 480
2021
Q4
$141K Buy
+10,434
New +$141K 0.01% 488