Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,120
Closed -$83.8K 1574
2022
Q4
$83.8K Buy
3,120
+817
+35% +$22K ﹤0.01% 1043
2022
Q3
$57K Sell
2,303
-2,730
-54% -$67.6K ﹤0.01% 691
2022
Q2
$160K Buy
5,033
+335
+7% +$10.7K 0.01% 458
2022
Q1
$171K Buy
+4,698
New +$171K 0.01% 800