Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,490
Closed -$128K 113
2022
Q4
$128K Hold
2,490
0.1% 75
2022
Q3
$109K Sell
2,490
-420
-14% -$18.4K 0.09% 79
2022
Q2
$153K Hold
2,910
0.12% 72
2022
Q1
$151K Hold
2,910
0.09% 81
2021
Q4
$172K Buy
+2,910
New +$172K 0.09% 79