Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$251K Sell
6,587
-4,147
-39% -$158K 0.01% 1048
2023
Q2
$489K Sell
10,734
-214
-2% -$9.76K 0.02% 618
2023
Q1
$490K Sell
10,948
-1,225
-10% -$54.9K 0.03% 565
2022
Q4
$535K Buy
12,173
+169
+1% +$7.43K 0.03% 497
2022
Q3
$503K Buy
+12,004
New +$503K 0.04% 456