Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-26,999
Closed -$2.82M 1078
2023
Q2
$2.82M Buy
26,999
+12,407
+85% +$1.29M 0.08% 152
2023
Q1
$1.78M Buy
14,592
+8,096
+125% +$989K 0.06% 190
2022
Q4
$811K Buy
+6,496
New +$811K 0.04% 305