Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$2.51K Sell
107
-527
-83% -$12.4K ﹤0.01% 251
2023
Q1
$7.53K Sell
634
-198,863
-100% -$2.36M ﹤0.01% 251
2022
Q4
$3.06M Buy
199,497
+16,334
+9% +$251K 0.67% 40
2022
Q3
$3.48M Buy
183,163
+43,824
+31% +$833K 0.82% 30
2022
Q2
$2.5M Sell
139,339
-32,520
-19% -$584K 0.5% 57
2022
Q1
$5.17M Buy
171,859
+20,162
+13% +$607K 0.87% 35
2021
Q4
$4.36M Buy
+151,697
New +$4.36M 0.69% 46