Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-9,402
Closed -$91.7K 2028
2022
Q4
$91.7K Sell
9,402
-2,462
-21% -$24K ﹤0.01% 1007
2022
Q3
$187K Sell
11,864
-117
-1% -$1.84K 0.01% 440
2022
Q2
$256K Sell
11,981
-12,395
-51% -$265K 0.02% 363
2022
Q1
$513K Buy
24,376
+15,174
+165% +$319K 0.03% 431
2021
Q4
$292K Buy
+9,202
New +$292K 0.02% 414