Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,557
Closed -$57K 1626
2022
Q4
$57K Sell
10,557
-8,330
-44% -$45K 0.01% 1058
2022
Q3
$74K Buy
18,887
+4,809
+34% +$18.8K 0.01% 1136
2022
Q2
$69K Buy
+14,078
New +$69K 0.01% 1031
2021
Q2
Sell
-15,131
Closed -$360K 1617
2021
Q1
$360K Buy
+15,131
New +$360K 0.03% 702
2020
Q3
Sell
-21,596
Closed -$810K 1154
2020
Q2
$810K Buy
+21,596
New +$810K 0.09% 240