Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,194
Closed -$42K 377
2022
Q4
$42K Sell
1,194
-140
-10% -$4.92K 0.03% 297
2022
Q3
$39K Sell
1,334
-76
-5% -$2.22K 0.03% 302
2022
Q2
$77K Buy
1,410
+248
+21% +$13.5K 0.05% 233
2022
Q1
$63K Sell
1,162
-291
-20% -$15.8K 0.03% 273
2021
Q4
$80K Buy
+1,453
New +$80K 0.04% 247