Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-12,388
Closed -$264K 1408
2022
Q4
$264K Sell
12,388
-188
-1% -$4.01K 0.01% 1127
2022
Q3
$278K Hold
12,576
0.01% 1085
2022
Q2
$265K Sell
12,576
-10,275
-45% -$217K 0.01% 1153
2022
Q1
$615K Buy
+22,851
New +$615K 0.01% 926
2021
Q1
Sell
-7,520
Closed -$472K 1466
2020
Q4
$472K Buy
+7,520
New +$472K 0.01% 915