Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$2M Buy
6,725
+4
+0.1% +$1.19K 0.08% 271
2023
Q2
$2.22M Sell
6,721
-173
-3% -$57.1K 0.1% 188
2023
Q1
$2.29M Buy
6,894
+346
+5% +$115K 0.13% 158
2022
Q4
$1.58M Buy
6,548
+918
+16% +$222K 0.1% 231
2022
Q3
$1.25M Buy
+5,630
New +$1.25M 0.09% 231