Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-53,837
Closed -$1.12M 106
2023
Q2
$1.12M Sell
53,837
-46,830
-47% -$971K 0.44% 78
2023
Q1
$2.42M Sell
100,667
-44
-0% -$1.06K 1.03% 39
2022
Q4
$2.9M Sell
100,711
-1,515
-1% -$43.6K 1.22% 23
2022
Q3
$2.31M Buy
+102,226
New +$2.31M 0.99% 37