Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,286
Closed -$23K 624
2022
Q4
$23K Hold
4,286
0.01% 298
2022
Q3
$57K Buy
+4,286
New +$57K 0.02% 253
2022
Q2
Sell
-3,643
Closed -$147K 373
2022
Q1
$147K Sell
3,643
-13,717
-79% -$554K 0.03% 228
2021
Q4
$487K Sell
17,360
-604
-3% -$16.9K 0.09% 149
2021
Q3
$806K Buy
17,964
+3
+0% +$135 0.14% 125
2021
Q2
$996K Buy
+17,961
New +$996K 0.04% 159