Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-817
Closed -$311K 58
2023
Q2
$311K Sell
817
-102
-11% -$38.9K 0.1% 58
2023
Q1
$327K Sell
919
-102
-10% -$36.3K 0.11% 60
2022
Q4
$333K Sell
1,021
-194
-16% -$63.3K 0.12% 59
2022
Q3
$328K Buy
1,215
+513
+73% +$138K 0.12% 55
2022
Q2
$202K Hold
702
0.07% 75
2022
Q1
$224K Hold
702
0.07% 77
2021
Q4
$243K Hold
702
0.07% 72
2021
Q3
$206K Hold
702
0.06% 80
2021
Q2
$203K Buy
+702
New +$203K 0.06% 79