Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,234
Closed -$32.3K 156
2023
Q2
$32.3K Sell
3,234
-5,375
-62% -$53.6K 0.01% 156
2023
Q1
$82.8K Sell
8,609
-26,104
-75% -$251K 0.01% 157
2022
Q4
$386K Buy
34,713
+21,349
+160% +$238K 0.06% 126
2022
Q3
$113K Sell
13,364
-63,235
-83% -$535K 0.02% 168
2022
Q2
$801K Buy
76,599
+55,002
+255% +$575K 0.11% 105
2022
Q1
$234K Sell
21,597
-12
-0.1% -$130 0.03% 150
2021
Q4
$292K Buy
+21,609
New +$292K 0.04% 140