Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,977
Closed -$11.2K 6060
2022
Q4
$11.2K Hold
5,977
﹤0.01% 5184
2022
Q3
$20K Buy
5,977
+3,731
+166% +$12.5K ﹤0.01% 5311
2022
Q2
$16K Sell
2,246
-252
-10% -$1.8K ﹤0.01% 5161
2022
Q1
$48K Buy
+2,498
New +$48K ﹤0.01% 5159
2021
Q4
Sell
-4,389
Closed -$134K 5784
2021
Q3
$134K Buy
+4,389
New +$134K ﹤0.01% 4588
2021
Q2
Sell
-2,537
Closed -$181K 5619
2021
Q1
$181K Buy
+2,537
New +$181K ﹤0.01% 4331
2020
Q3
Sell
-1,742
Closed -$96K 4271
2020
Q2
$96K Buy
+1,742
New +$96K ﹤0.01% 3664