Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,610
Closed -$25.4K 501
2022
Q4
$25.4K Sell
2,610
-1,250
-32% -$12.2K 0.02% 362
2022
Q3
$61K Hold
3,860
0.04% 249
2022
Q2
$84K Sell
3,860
-1,000
-21% -$21.8K 0.05% 220
2022
Q1
$102K Buy
4,860
+50
+1% +$1.05K 0.05% 219
2021
Q4
$152K Buy
+4,810
New +$152K 0.08% 187