Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-420,776
Closed -$4.48M 815
2023
Q2
$4.48M Sell
420,776
-997
-0.2% -$10.6K 0.19% 132
2023
Q1
$4.42M Sell
421,773
-24,440
-5% -$256K 0.14% 200
2022
Q4
$4.59M Hold
446,213
0.12% 244
2022
Q3
$4.48M Hold
446,213
0.1% 283
2022
Q2
$4.46M Hold
446,213
0.1% 272
2022
Q1
$4.44M Buy
+446,213
New +$4.44M 0.12% 209