Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,860
Closed -$324K 618
2022
Q4
$324K Hold
6,860
0.03% 443
2022
Q3
$339K Buy
6,860
+57
+0.8% +$2.82K 0.04% 384
2022
Q2
$309K Sell
6,803
-20
-0.3% -$908 0.03% 427
2022
Q1
$395K Buy
6,823
+4,119
+152% +$238K 0.03% 426
2021
Q4
$216K Hold
2,704
0.01% 603
2021
Q3
$242K Buy
+2,704
New +$242K 0.02% 569