Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,418
Closed -$118K 519
2022
Q4
$118K Buy
6,418
+5,220
+436% +$96K 0.02% 211
2022
Q3
$18K Sell
1,198
-4,007
-77% -$60.2K ﹤0.01% 328
2022
Q2
$109K Sell
5,205
-1,434
-22% -$30K 0.02% 261
2022
Q1
$118K Sell
6,639
-98
-1% -$1.74K 0.02% 265
2021
Q4
$125K Hold
6,737
0.02% 276
2021
Q3
$137K Hold
6,737
0.02% 238
2021
Q2
$146K Hold
6,737
0.03% 212
2021
Q1
$154K Buy
+6,737
New +$154K 0.03% 203