Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$1.05M Buy
3,037
+389
+15% +$134K ﹤0.01% 309
2023
Q1
$835K Sell
2,648
-186
-7% -$58.6K ﹤0.01% 340
2022
Q4
$851K Sell
2,834
-137
-5% -$41.1K ﹤0.01% 336
2022
Q3
$796K Sell
2,971
-248
-8% -$66.4K ﹤0.01% 339
2022
Q2
$868K Buy
+3,219
New +$868K ﹤0.01% 343