Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-20,209
Closed -$212K 161
2023
Q1
$212K Buy
+20,209
New +$212K 0.03% 157
2022
Q4
Sell
-19,329
Closed -$305K 168
2022
Q3
$305K Hold
19,329
0.04% 134
2022
Q2
$420K Buy
19,329
+4,527
+31% +$98.4K 0.05% 123
2022
Q1
$312K Buy
+14,802
New +$312K 0.03% 140