Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$323K Sell
4,432
-276
-6% -$20.1K ﹤0.01% 472
2023
Q1
$356K Sell
4,708
-286
-6% -$21.6K ﹤0.01% 450
2022
Q4
$386K Buy
4,994
+118
+2% +$9.12K ﹤0.01% 434
2022
Q3
$366K Sell
4,876
-3,362
-41% -$252K ﹤0.01% 437
2022
Q2
$619K Buy
+8,238
New +$619K ﹤0.01% 385
2017
Q3
Sell
-20,708
Closed -$1.17M 392
2017
Q2
$1.17M Buy
+20,708
New +$1.17M 0.01% 284