Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-8,107
Closed -$38.6K 256
2023
Q2
$38.6K Sell
8,107
-2,288
-22% -$10.9K 0.01% 235
2023
Q1
$47.2K Buy
10,395
+4,513
+77% +$20.5K 0.01% 243
2022
Q4
$46K Sell
5,882
-1,638
-22% -$12.8K 0.02% 218
2022
Q3
$113K Sell
7,520
-37
-0.5% -$556 0.04% 203
2022
Q2
$180K Sell
7,557
-3,009
-28% -$71.7K 0.06% 198
2022
Q1
$658K Buy
10,566
+7,399
+234% +$461K 0.18% 107
2021
Q4
$118K Buy
+3,167
New +$118K 0.03% 239