Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-7,456
Closed -$263K 157
2023
Q3
$263K Hold
7,456
0.19% 119
2023
Q2
$319K Buy
7,456
+175
+2% +$7.49K 0.23% 107
2023
Q1
$321K Buy
7,281
+116
+2% +$5.12K 0.23% 112
2022
Q4
$328K Buy
7,165
+1,872
+35% +$85.7K 0.26% 90
2022
Q3
$211K Buy
5,293
+40
+0.8% +$1.59K 0.2% 115
2022
Q2
$226K Buy
+5,253
New +$226K 0.22% 108