Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,780
Closed -$214K 648
2022
Q4
$214K Buy
+5,780
New +$214K 0.02% 485
2022
Q2
Sell
-5,571
Closed -$227K 567
2022
Q1
$227K Buy
5,571
+34
+0.6% +$1.39K 0.02% 528
2021
Q4
$327K Buy
5,537
+1,922
+53% +$114K 0.03% 398
2021
Q3
$246K Buy
+3,615
New +$246K 0.02% 443