Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-25,855
Closed -$248K 101
2023
Q2
$248K Buy
+25,855
New +$248K 0.39% 108
2022
Q2
Sell
-13,728
Closed -$527K 448
2022
Q1
$527K Buy
13,728
+4,822
+54% +$185K 0.39% 70
2021
Q4
$381K Buy
+8,906
New +$381K 0.4% 73