Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.36M Hold
38,225
1.24% 26
2023
Q2
$1.28M Hold
38,225
1.11% 27
2023
Q1
$1.25M Hold
38,225
1.12% 28
2022
Q4
$1.01M Buy
38,225
+30,475
+393% +$805K 0.9% 34
2022
Q3
$200K Buy
7,750
+200
+3% +$5.16K 0.19% 94
2022
Q2
$374K Hold
7,550
0.3% 78
2022
Q1
$374K Hold
7,550
0.3% 78
2021
Q4
$389K Buy
+7,550
New +$389K 0.28% 77