Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,816
Closed -$131K 436
2022
Q4
$131K Buy
+2,816
New +$131K 0.03% 256
2021
Q3
Sell
-3,473
Closed -$205K 225
2021
Q2
$205K Buy
3,473
+113
+3% +$6.67K 0.06% 167
2021
Q1
$201K Buy
+3,360
New +$201K 0.08% 148