Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$377K Sell
1,753
-19
-1% -$4.08K 0.39% 58
2023
Q2
$400K Buy
+1,772
New +$400K 0.43% 54
2022
Q1
Sell
-969
Closed -$265K 131
2021
Q4
$265K Buy
969
+2
+0.2% +$547 0.21% 92
2021
Q3
$242K Sell
967
-68
-7% -$17K 0.19% 124
2021
Q2
$247K Sell
1,035
-56
-5% -$13.4K 0.19% 132
2021
Q1
$271K Sell
1,091
-787
-42% -$195K 0.23% 133
2020
Q4
$450K Buy
+1,878
New +$450K 0.42% 68