Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,765
Closed -$301K 926
2023
Q1
$301K Buy
8,765
+841
+11% +$28.8K 0.02% 673
2022
Q4
$241K Sell
7,924
-351
-4% -$10.7K 0.02% 624
2022
Q3
$233 Buy
8,275
+254
+3% +$7 0.01% 612
2022
Q2
$214K Sell
8,021
-51
-0.6% -$1.36K 0.03% 561
2022
Q1
$261K Buy
8,072
+383
+5% +$12.4K 0.03% 547
2021
Q4
$293K Buy
+7,689
New +$293K 0.03% 503
2019
Q1
Sell
-1,967
Closed -$37K 1767
2018
Q4
$37K Buy
+1,967
New +$37K 0.02% 731
2018
Q1
$51K Sell
2,147
-364
-14% -$8.65K 0.02% 606
2017
Q4
$67K Buy
+2,511
New +$67K 0.03% 530