Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,986
Closed -$358K 92
2022
Q4
$358K Buy
6,986
+845
+14% +$43.3K 0.07% 68
2022
Q3
$269K Buy
6,141
+1,064
+21% +$46.6K 0.06% 64
2022
Q2
$266K Hold
5,077
0.06% 62
2022
Q1
$263K Hold
5,077
0.06% 66
2021
Q4
$300K Sell
5,077
-3
-0.1% -$177 0.06% 63
2021
Q3
$218K Buy
+5,080
New +$218K 0.05% 68