Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-912
Closed -$14.4K 365
2023
Q1
$14.4K Buy
+912
New +$14.4K 0.03% 183
2022
Q1
Sell
-59,773
Closed -$730K 300
2021
Q4
$730K Buy
+59,773
New +$730K 0.2% 118
2021
Q3
Sell
-67,515
Closed -$1.41M 315
2021
Q2
$1.41M Buy
67,515
+1,526
+2% +$31.8K 0.57% 56
2021
Q1
$1.5M Buy
+65,989
New +$1.5M 0.47% 63