Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,650
Closed -$49.7K 1792
2023
Q1
$49.7K Sell
1,650
-3,434
-68% -$103K 0.02% 1123
2022
Q4
$171K Buy
5,084
+484
+11% +$16.2K 0.06% 448
2022
Q3
$138K Buy
4,600
+1,644
+56% +$49.3K 0.07% 400
2022
Q2
$89K Buy
+2,956
New +$89K 0.06% 574