Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-652
Closed -$291K 75
2023
Q1
$291K Buy
652
+82
+14% +$36.6K 1.82% 20
2022
Q4
$222K Sell
570
-126
-18% -$49K 3.41% 15
2022
Q3
$270K Buy
+696
New +$270K 3.94% 9
2022
Q2
Sell
-735
Closed -$353K 64
2022
Q1
$353K Buy
+735
New +$353K 1.55% 18
2016
Q3
Sell
-6,023
Closed -$672K 232
2016
Q2
$672K Buy
+6,023
New +$672K 0.29% 15