Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6
Closed -$229 124
2023
Q3
$229 Buy
+6
New +$229 ﹤0.01% 130
2023
Q1
Sell
-6,073
Closed -$267K 105
2022
Q4
$267K Sell
6,073
-6,946
-53% -$305K 0.17% 44
2022
Q3
$546K Buy
+13,019
New +$546K 0.39% 27
2022
Q1
$382K Buy
+6,886
New +$382K 0.19% 54