Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-12,388
Closed -$113K 710
2023
Q2
$113K Buy
+12,388
New +$113K 0.01% 911
2022
Q3
Sell
-3,226
Closed -$80K 1944
2022
Q2
$80K Sell
3,226
-48,801
-94% -$1.21M ﹤0.01% 1533
2022
Q1
$3.12M Buy
52,027
+20,316
+64% +$1.22M 0.12% 189
2021
Q4
$4.72M Buy
31,711
+1,553
+5% +$231K 0.18% 124
2021
Q3
$5.92M Buy
+30,158
New +$5.92M 0.22% 126