Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$213K Sell
1,675
-224
-12% -$28.5K 0.33% 31
2023
Q2
$248K Buy
+1,899
New +$248K 0.34% 31
2022
Q4
Sell
-2,001
Closed -$226K 34
2022
Q3
$226K Sell
2,001
-33
-2% -$3.73K 0.34% 32
2022
Q2
$216K Buy
2,034
+254
+14% +$27K 0.26% 37
2022
Q1
$290K Buy
1,780
+180
+11% +$29.3K 0.3% 35
2021
Q4
$267K Buy
+1,600
New +$267K 0.26% 36