Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$292K Buy
3,289
+359
+12% +$31.9K 0.08% 193
2022
Q4
$314K Hold
2,930
0.09% 160
2022
Q3
$280K Sell
2,930
-1,974
-40% -$189K 0.08% 170
2022
Q2
$533K Buy
4,904
+1,196
+32% +$130K 0.14% 132
2022
Q1
$465K Sell
3,708
-4,006
-52% -$502K 0.11% 163
2021
Q4
$1.15M Buy
7,714
+658
+9% +$98.4K 0.25% 96
2021
Q3
$1.04M Sell
7,056
-4,605
-39% -$681K 0.23% 106
2021
Q2
$1.93M Sell
11,661
-1,884
-14% -$312K 0.43% 67
2021
Q1
$2.25M Buy
+13,545
New +$2.25M 0.55% 55