Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-757
Closed -$64.1K 215
2023
Q2
$64.1K Sell
757
-2,130
-74% -$180K 0.06% 180
2023
Q1
$321K Sell
2,887
-1,270
-31% -$141K 0.31% 83
2022
Q4
$498K Buy
4,157
+140
+3% +$16.8K 0.48% 65
2022
Q3
$424K Buy
4,017
+70
+2% +$7.39K 0.43% 70
2022
Q2
$338K Buy
3,947
+464
+13% +$39.7K 0.32% 78
2022
Q1
$433K Sell
3,483
-360
-9% -$44.8K 0.37% 73
2021
Q4
$841K Buy
+3,843
New +$841K 0.68% 48