Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$950K Sell
3,334
-370
-10% -$105K ﹤0.01% 330
2023
Q1
$1.03M Sell
3,704
-326
-8% -$90.6K ﹤0.01% 314
2022
Q4
$1.12M Sell
4,030
-705
-15% -$195K ﹤0.01% 297
2022
Q3
$1.26M Sell
4,735
-443
-9% -$118K 0.01% 273
2022
Q2
$1.06M Buy
+5,178
New +$1.06M ﹤0.01% 319
2017
Q3
Sell
-13,606
Closed -$3.69M 380
2017
Q2
$3.69M Buy
+13,606
New +$3.69M 0.03% 172