Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$250K Sell
16,457
-7,646
-32% -$116K 0.01% 1053
2023
Q2
$500K Sell
24,103
-2,866
-11% -$59.4K 0.02% 608
2023
Q1
$649K Buy
26,969
+6,165
+30% +$148K 0.04% 467
2022
Q4
$598K Buy
20,804
+3,590
+21% +$103K 0.04% 473
2022
Q3
$389K Buy
+17,214
New +$389K 0.03% 534