Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,100
Closed -$155K 356
2022
Q4
$155K Hold
1,100
0.03% 197
2022
Q3
$131K Sell
1,100
-613
-36% -$73K 0.02% 206
2022
Q2
$242K Buy
1,713
+1,100
+179% +$155K 0.04% 175
2022
Q1
$80K Hold
613
0.01% 310
2021
Q4
$82K Sell
613
-28
-4% -$3.75K 0.01% 312
2021
Q3
$85K Hold
641
0.01% 280
2021
Q2
$90K Hold
641
0.02% 260
2021
Q1
$82K Buy
+641
New +$82K 0.02% 254