Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-12,616
Closed -$373K 381
2023
Q2
$373K Buy
+12,616
New +$373K 0.01% 305
2023
Q1
Sell
-9,693
Closed -$336K 488
2022
Q4
$336K Buy
9,693
+1,025
+12% +$35.5K 0.01% 251
2022
Q3
$216K Buy
+8,668
New +$216K ﹤0.01% 307
2021
Q4
Sell
-18,784
Closed -$300K 435
2021
Q3
$300K Buy
+18,784
New +$300K ﹤0.01% 490