Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,890
Closed -$105K 300
2023
Q1
$105K Hold
8,890
0.01% 265
2022
Q4
$90.1K Sell
8,890
-15
-0.2% -$152 0.01% 262
2022
Q3
$182K Sell
8,905
-770
-8% -$15.7K 0.02% 235
2022
Q2
$240K Buy
9,675
+5
+0.1% +$124 0.04% 203
2022
Q1
$580K Hold
9,670
0.08% 127
2021
Q4
$1.44M Buy
9,670
+888
+10% +$132K 0.31% 57
2021
Q3
$1.73M Buy
+8,782
New +$1.73M 0.25% 57