Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,317
Closed -$281K 390
2023
Q2
$281K Sell
3,317
-4,685
-59% -$396K ﹤0.01% 214
2023
Q1
$891K Buy
+8,002
New +$891K 0.02% 102
2022
Q4
Hold
0
324
2022
Q3
Hold
0
471
2022
Q2
Hold
0
406
2022
Q1
Hold
0
432
2021
Q4
Hold
0
480
2021
Q3
Hold
0
611
2020
Q4
Sell
-7,866
Closed -$976K 575
2020
Q3
$976K Buy
+7,866
New +$976K 0.08% 161