Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,755
Closed -$260K 366
2023
Q1
$260K Sell
10,755
-1,924
-15% -$46.4K 0.01% 373
2022
Q4
$365K Buy
12,679
+1,001
+9% +$28.8K 0.02% 508
2022
Q3
$264K Buy
11,678
+10,446
+848% +$236K 0.02% 381
2022
Q2
$26K Sell
1,232
-813
-40% -$17.2K ﹤0.01% 826
2022
Q1
$53K Buy
+2,045
New +$53K ﹤0.01% 1208