Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-41,426
Closed -$151K 428
2022
Q4
$151K Sell
41,426
-48,924
-54% -$178K 0.01% 372
2022
Q3
$523K Sell
90,350
-28,544
-24% -$165K 0.04% 235
2022
Q2
$844K Buy
118,894
+72,225
+155% +$513K 0.06% 187
2022
Q1
$308K Buy
+46,669
New +$308K 0.02% 335
2021
Q4
Sell
-31,454
Closed -$329K 437
2021
Q3
$329K Buy
31,454
+7,602
+32% +$79.5K 0.02% 304
2021
Q2
$438K Buy
+23,852
New +$438K 0.03% 269