Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,300
Closed -$249K 513
2023
Q1
$249K Hold
6,300
0.07% 264
2022
Q4
$188K Buy
6,300
+2,400
+62% +$71.7K 0.05% 293
2022
Q3
$104K Sell
3,900
-600
-13% -$16K 0.03% 325
2022
Q2
$102K Buy
+4,500
New +$102K 0.03% 327