Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,932
Closed -$4.65M 299
2023
Q2
$4.65M Buy
5,932
+1,547
+35% +$1.21M 0.22% 106
2023
Q1
$3.16M Sell
4,385
-1,850
-30% -$1.33M 0.12% 155
2022
Q4
$4.08M Buy
6,235
+5,880
+1,656% +$3.85M 0.15% 140
2022
Q3
$202K Buy
+355
New +$202K 0.01% 1171