Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,644
Closed -$1.99M 318
2023
Q2
$1.99M Sell
10,644
-174
-2% -$32.5K 0.14% 103
2023
Q1
$1.79M Buy
10,818
+135
+1% +$22.3K 0.12% 104
2022
Q4
$1.56M Sell
10,683
-710
-6% -$103K 0.14% 107
2022
Q3
$1.65M Buy
11,393
+276
+2% +$39.9K 0.14% 104
2022
Q2
$1.71M Sell
11,117
-60
-0.5% -$9.22K 0.14% 105
2022
Q1
$1.97M Buy
11,177
+1,472
+15% +$260K 0.13% 106
2021
Q4
$2.28M Buy
+9,705
New +$2.28M 0.17% 74