Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,986
Closed -$200K 1121
2023
Q1
$200K Sell
1,986
-1,522
-43% -$153K 0.01% 885
2022
Q4
$308K Hold
3,508
0.01% 790
2022
Q3
$247K Hold
3,508
0.01% 883
2022
Q2
$279K Buy
3,508
+1,522
+77% +$121K 0.01% 831
2022
Q1
$174K Hold
1,986
0.01% 968
2021
Q4
$161K Buy
+1,986
New +$161K 0.01% 926