Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-698
Closed -$33K 273
2022
Q4
$33K Buy
698
+18
+3% +$851 0.01% 284
2022
Q3
$27K Sell
680
-3,195
-82% -$127K 0.01% 304
2022
Q2
$165K Sell
3,875
-117
-3% -$4.98K 0.03% 216
2022
Q1
$223K Buy
3,992
+21
+0.5% +$1.17K 0.04% 197
2021
Q4
$252K Buy
3,971
+71
+2% +$4.51K 0.04% 198
2021
Q3
$212K Hold
3,900
0.04% 187
2021
Q2
$207K Hold
3,900
0.04% 173
2021
Q1
$202K Buy
+3,900
New +$202K 0.04% 174