Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,020
Closed -$42.3K 288
2022
Q4
$42.3K Buy
1,020
+1
+0.1% +$41 0.03% 294
2022
Q3
$38K Sell
1,019
-47
-4% -$1.75K 0.02% 308
2022
Q2
$44K Sell
1,066
-166
-13% -$6.85K 0.03% 295
2022
Q1
$71K Sell
1,232
-504
-29% -$29K 0.04% 259
2021
Q4
$115K Buy
+1,736
New +$115K 0.06% 211