Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$2.7M Sell
452
-1
-0.2% -$5.96K 4.74% 11
2023
Q2
$2.88M Sell
453
-3
-0.7% -$19.1K 4.71% 9
2023
Q1
$2.54M Sell
456
-963
-68% -$5.37M 4.76% 10
2022
Q4
$6.55M Hold
1,419
6.95% 7
2022
Q3
$5.66M Buy
1,419
+9
+0.6% +$35.9K 5.81% 9
2022
Q2
$5.65M Buy
1,410
+616
+78% +$2.47M 5.87% 7
2022
Q1
$3.55M Buy
794
+570
+254% +$2.55M 3.26% 8
2021
Q4
$1.32M Buy
+224
New +$1.32M 1.05% 11