Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,250
Closed -$183K 1052
2023
Q2
$183K Sell
10,250
-3,465
-25% -$61.9K 0.01% 915
2023
Q1
$276K Buy
+13,715
New +$276K 0.01% 809
2022
Q4
Sell
-13,654
Closed -$377K 928
2022
Q3
$377K Buy
+13,654
New +$377K 0.03% 574