Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,135
Closed -$359K 174
2023
Q3
$359K Buy
6,135
+546
+10% +$31.9K 0.08% 138
2023
Q2
$373K Buy
5,589
+170
+3% +$11.3K 0.08% 141
2023
Q1
$412K Buy
5,419
+3
+0.1% +$228 0.09% 131
2022
Q4
$386K Sell
5,416
-2,341
-30% -$167K 0.09% 135
2022
Q3
$668K Buy
7,757
+367
+5% +$31.6K 0.17% 93
2022
Q2
$516K Buy
7,390
+3,536
+92% +$247K 0.13% 107
2022
Q1
$446K Buy
+3,854
New +$446K 0.1% 116