Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.26M Sell
4,685
-50
-1% -$13.4K 1.15% 27
2023
Q2
$1.05M Sell
4,735
-230
-5% -$51.1K 0.92% 33
2023
Q1
$1.2M Sell
4,965
-230
-4% -$55.6K 1.07% 29
2022
Q4
$1.36M Sell
5,195
-30
-0.6% -$7.88K 1.21% 27
2022
Q3
$1.18M Hold
5,225
1.12% 29
2022
Q2
$1.26M Hold
5,225
1% 29
2022
Q1
$1.26M Hold
5,225
1% 29
2021
Q4
$1.18M Buy
+5,225
New +$1.18M 0.86% 35