Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,127
Closed -$454K 204
2022
Q4
$454K Buy
3,127
+1,069
+52% +$155K 0.07% 116
2022
Q3
$362K Sell
2,058
-351
-15% -$61.7K 0.06% 132
2022
Q2
$383K Sell
2,409
-2,163
-47% -$344K 0.05% 139
2022
Q1
$774K Sell
4,572
-2
-0% -$339 0.1% 103
2021
Q4
$702K Buy
4,574
+3,245
+244% +$498K 0.08% 109
2021
Q3
$198K Buy
1,329
+118
+10% +$17.6K 0.03% 145
2021
Q2
$175K Hold
1,211
0.02% 148
2021
Q1
$183K Buy
1,211
+196
+19% +$29.6K 0.02% 139
2020
Q4
$129K Buy
+1,015
New +$129K 0.02% 138