Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
360
2022
Q4
Hold
0
295
2022
Q1
Sell
-3,752
Closed -$387K 456
2021
Q4
$387K Sell
3,752
-3,032
-45% -$313K 0.06% 149
2021
Q3
$513K Buy
6,784
+5,210
+331% +$394K 0.07% 141
2021
Q2
$142K Buy
+1,574
New +$142K 0.02% 309