Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.06M Buy
+4,000
New +$1.06M 1.81% 17
2023
Q2
Sell
-8,040
Closed -$1.96M 24
2023
Q1
$1.96M Buy
+8,040
New +$1.96M 3.7% 13
2022
Q4
Sell
-4,028
Closed -$991K 21
2022
Q3
$991K Sell
4,028
-4,511
-53% -$1.11M 2.52% 12
2022
Q2
$1.81M Buy
+8,539
New +$1.81M 2.84% 13