Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-951
Closed -$78K 456
2022
Q4
$78K Sell
951
-7
-0.7% -$574 0.01% 231
2022
Q3
$59K Sell
958
-1,706
-64% -$105K 0.01% 253
2022
Q2
$186K Sell
2,664
-36
-1% -$2.51K 0.03% 206
2022
Q1
$223K Hold
2,700
0.04% 198
2021
Q4
$235K Buy
2,700
+180
+7% +$15.7K 0.04% 213
2021
Q3
$220K Hold
2,520
0.04% 185
2021
Q2
$196K Hold
2,520
0.04% 176
2021
Q1
$177K Buy
+2,520
New +$177K 0.03% 188