Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,630
Closed -$135K 862
2023
Q2
$135K Sell
11,630
-1,685
-13% -$19.6K 0.01% 780
2023
Q1
$159K Buy
+13,315
New +$159K 0.01% 777
2022
Q3
Sell
-13,215
Closed -$156K 850
2022
Q2
$156K Buy
+13,215
New +$156K 0.01% 725