Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-20,828
Closed -$198K 312
2023
Q3
$198K Sell
20,828
-7,843
-27% -$74.5K 0.04% 222
2023
Q2
$308K Sell
28,671
-2,049
-7% -$22K 0.06% 194
2023
Q1
$271K Buy
30,720
+3,942
+15% +$34.8K 0.05% 209
2022
Q4
$283K Hold
26,778
0.06% 169
2022
Q3
$324K Buy
26,778
+7,554
+39% +$91.4K 0.07% 167
2022
Q2
$196K Buy
19,224
+996
+5% +$10.2K 0.04% 178
2022
Q1
$227K Buy
+18,228
New +$227K 0.04% 182