Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,473
Closed -$608K 311
2023
Q2
$608K Buy
4,473
+2,702
+153% +$367K 0.09% 94
2023
Q1
$234K Buy
+1,771
New +$234K 0.05% 180
2021
Q2
Sell
-6,261
Closed -$443K 414
2021
Q1
$443K Buy
+6,261
New +$443K 0.05% 168
2020
Q4
Hold
0
206