Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$462K Sell
1,846
-24
-1% -$6.01K 0.71% 22
2023
Q2
$490K Hold
1,870
0.68% 23
2023
Q1
$388K Buy
1,870
+10
+0.5% +$2.08K 0.57% 24
2022
Q4
$229K Hold
1,860
0.35% 31
2022
Q3
$493K Sell
1,860
-435
-19% -$115K 0.75% 20
2022
Q2
$515K Hold
2,295
0.63% 21
2022
Q1
$824K Hold
2,295
0.85% 19
2021
Q4
$808K Buy
+2,295
New +$808K 0.79% 19