Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,907
Closed -$368K 413
2023
Q3
$368K Buy
+4,907
New +$368K 0.03% 223
2023
Q2
Sell
-5,627
Closed -$366K 1585
2023
Q1
$366K Buy
5,627
+1,142
+25% +$74.3K 0.03% 199
2022
Q4
$303K Buy
4,485
+791
+21% +$53.5K 0.03% 228
2022
Q3
$181K Buy
+3,694
New +$181K 0.02% 292