Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,000
Closed -$288K 159
2023
Q1
$288K Hold
5,000
0.06% 140
2022
Q4
$278K Hold
5,000
0.09% 135
2022
Q3
$328K Hold
5,000
0.12% 94
2022
Q2
$465K Hold
5,000
0.07% 88
2022
Q1
$626K Sell
5,000
-500
-9% -$62.6K 0.07% 86
2021
Q4
$1.26M Buy
5,500
+1,564
+40% +$357K 0.16% 61
2021
Q3
$1.23M Buy
+3,936
New +$1.23M 0.12% 49