Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,300
Closed -$57.5K 280
2022
Q4
$57.5K Sell
3,300
-570
-15% -$9.93K 0.02% 168
2022
Q3
$62K Buy
3,870
+60
+2% +$961 0.02% 138
2022
Q2
$66K Sell
3,810
-1,380
-27% -$23.9K 0.02% 179
2022
Q1
$116K Sell
5,190
-870
-14% -$19.4K 0.03% 147
2021
Q4
$140K Hold
6,060
0.04% 138
2021
Q3
$131K Hold
6,060
0.04% 139
2021
Q2
$125K Sell
6,060
-450
-7% -$9.28K 0.04% 145
2021
Q1
$130K Hold
6,510
0.04% 148
2020
Q4
$107K Buy
+6,510
New +$107K 0.03% 157