Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,440
Closed -$81K 205
2022
Q4
$81K Buy
1,440
+1,140
+380% +$64.1K 0.02% 142
2022
Q3
$15K Sell
300
-1,660
-85% -$83K 0.01% 256
2022
Q2
$110K Hold
1,960
0.03% 148
2022
Q1
$114K Buy
1,960
+300
+18% +$17.4K 0.03% 152
2021
Q4
$93K Hold
1,660
0.02% 171
2021
Q3
$82K Hold
1,660
0.02% 175
2021
Q2
$83K Hold
1,660
0.02% 176
2021
Q1
$83K Buy
1,660
+940
+131% +$47K 0.02% 186
2020
Q4
$36K Hold
720
0.01% 206
2020
Q3
$35K Hold
720
0.01% 202
2020
Q2
$34K Sell
720
-60
-8% -$2.83K 0.01% 231
2020
Q1
$37K Buy
+780
New +$37K 0.02% 180