Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,100
Closed -$62.2K 113
2023
Q2
$62.2K Buy
1,100
+300
+38% +$17K 0.07% 79
2023
Q1
$46.4K Sell
800
-500
-38% -$29K 0.04% 123
2022
Q4
$94.1K Buy
+1,300
New +$94.1K 0.06% 107