Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$559K Sell
2,146
-99
-4% -$25.8K 0.12% 61
2023
Q3
$516K Buy
2,245
+55
+3% +$12.7K 0.13% 65
2023
Q2
$520K Buy
+2,190
New +$520K 0.14% 64
2022
Q2
Sell
-1,691
Closed -$375K 127
2022
Q1
$375K Sell
1,691
-50
-3% -$11.1K 0.11% 81
2021
Q4
$377K Buy
+1,741
New +$377K 0.11% 74
2021
Q2
$559K Buy
2,391
+1,035
+76% +$242K 0.2% 54
2021
Q1
$287K Buy
1,356
+25
+2% +$5.29K 0.12% 81
2020
Q4
$291K Buy
+1,331
New +$291K 0.13% 68