Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.7M Sell
7,742
-150
-2% -$32.9K 1.55% 19
2023
Q2
$1.78M Sell
7,892
-95
-1% -$21.4K 1.55% 19
2023
Q1
$1.53M Sell
7,987
-1,190
-13% -$228K 1.36% 24
2022
Q4
$1.69M Hold
9,177
1.5% 23
2022
Q3
$1.53M Sell
9,177
-550
-6% -$91.5K 1.45% 23
2022
Q2
$2.35M Hold
9,727
1.86% 14
2022
Q1
$2.35M Hold
9,727
1.86% 14
2021
Q4
$2.37M Buy
+9,727
New +$2.37M 1.73% 17