Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,376
Closed -$111K 1325
2022
Q4
$111K Sell
2,376
-1,068
-31% -$50K ﹤0.01% 871
2022
Q3
$147K Buy
+3,444
New +$147K ﹤0.01% 1068
2022
Q2
Sell
-1,874
Closed -$79K 2181
2022
Q1
$79K Buy
1,874
+1,231
+191% +$51.9K ﹤0.01% 1202
2021
Q4
$25K Buy
+643
New +$25K ﹤0.01% 1503
2021
Q3
Sell
-6,374
Closed -$209K 1894
2021
Q2
$209K Buy
+6,374
New +$209K ﹤0.01% 1204