Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$132K Sell
14,358
-12,180
-46% -$112K 0.01% 444
2023
Q2
$265K Sell
26,538
-4,900
-16% -$48.9K 0.02% 402
2023
Q1
$358K Buy
31,438
+14,591
+87% +$166K 0.03% 350
2022
Q4
$201K Buy
16,847
+4,781
+40% +$56.9K 0.01% 473
2022
Q3
$129K Buy
+12,066
New +$129K 0.01% 422
2020
Q1
Sell
-15,261
Closed -$165K 411
2019
Q4
$165K Buy
15,261
+234
+2% +$2.53K 0.02% 429
2019
Q3
$147K Buy
15,027
+1,897
+14% +$18.6K 0.02% 404
2019
Q2
$151K Buy
+13,130
New +$151K 0.02% 407