Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-14,252
Closed -$1.49M 110
2023
Q2
$1.49M Buy
14,252
+17
+0.1% +$1.77K 0.3% 58
2023
Q1
$1.74M Sell
14,235
-458
-3% -$55.9K 0.38% 54
2022
Q4
$1.83M Sell
14,693
-3,743
-20% -$467K 0.44% 50
2022
Q3
$1.95M Buy
18,436
+16,455
+831% +$1.74M 0.54% 39
2022
Q2
$212K Sell
1,981
-65
-3% -$6.96K 0.04% 214
2022
Q1
$269K Hold
2,046
0.07% 200
2021
Q4
$225K Buy
+2,046
New +$225K 0.05% 227
2021
Q3
Sell
-14,815
Closed -$1.6M 244
2021
Q2
$1.6M Buy
14,815
+318
+2% +$34.4K 0.51% 48
2021
Q1
$1.67M Buy
+14,497
New +$1.67M 0.84% 33