Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-30,641
Closed -$113K 301
2023
Q3
$113K Buy
30,641
+3,761
+14% +$13.9K 0.02% 230
2023
Q2
$112K Sell
26,880
-1,920
-7% -$8.01K 0.02% 247
2023
Q1
$120K Sell
28,800
-10,153
-26% -$42.4K 0.02% 239
2022
Q4
$87.6K Hold
38,953
0.02% 225
2022
Q3
$82K Buy
38,953
+5,072
+15% +$10.7K 0.02% 207
2022
Q2
$72K Buy
33,881
+1,756
+5% +$3.73K 0.01% 194
2022
Q1
$164K Buy
+32,125
New +$164K 0.03% 188