Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$347K Buy
7,180
+1,080
+18% +$52.2K 0.14% 158
2023
Q2
$259K Buy
+6,100
New +$259K 0.1% 211
2021
Q3
Sell
-95,040
Closed -$456K 237
2021
Q2
$456K Buy
95,040
+77,000
+427% +$369K 0.1% 184
2021
Q1
$276K Sell
18,040
-30,680
-63% -$469K 0.08% 212
2020
Q4
$629K Buy
48,720
+14,040
+40% +$181K 0.19% 118
2020
Q3
$484K Buy
+34,680
New +$484K 0.2% 111