Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-21,244
Closed -$326K 10
2023
Q2
$326K Buy
21,244
+3,731
+21% +$57.2K 0.51% 64
2023
Q1
$197K Sell
17,513
-5,454
-24% -$61.5K 0.24% 192
2022
Q4
$222K Buy
+22,967
New +$222K 0.26% 175