Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,180
Closed -$83K 243
2022
Q4
$83K Sell
1,180
-226
-16% -$15.9K 0.05% 150
2022
Q3
$63K Sell
1,406
-810
-37% -$36.3K 0.04% 145
2022
Q2
$126K Buy
2,216
+409
+23% +$23.3K 0.08% 122
2022
Q1
$138K Buy
1,807
+25
+1% +$1.91K 0.08% 123
2021
Q4
$190K Sell
1,782
-5
-0.3% -$533 0.11% 103
2021
Q3
$184K Sell
1,787
-22
-1% -$2.27K 0.12% 100
2021
Q2
$195K Buy
1,809
+524
+41% +$56.5K 0.13% 101
2021
Q1
$136K Buy
+1,285
New +$136K 0.09% 121