Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.06M Sell
26,548
-1,062
-4% -$42.4K 1.94% 9
2023
Q2
$1.09M Sell
27,610
-17,045
-38% -$676K 2.24% 9
2023
Q1
$1.84M Sell
44,655
-28,976
-39% -$1.19M 3.8% 6
2022
Q4
$2.25M Sell
73,631
-12,320
-14% -$377K 3.55% 6
2022
Q3
$2.35M Sell
85,951
-803
-0.9% -$22K 2.96% 7
2022
Q2
$3.13M Buy
86,754
+9,057
+12% +$327K 4% 7
2022
Q1
$3.54M Buy
+77,697
New +$3.54M 3.16% 8