Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$228K Sell
6,386
-381
-6% -$13.6K 0.09% 210
2023
Q2
$223K Sell
6,767
-303
-4% -$10K 0.08% 233
2023
Q1
$275K Buy
+7,070
New +$275K 0.11% 185
2021
Q3
Sell
-8,314
Closed -$467K 286
2021
Q2
$467K Sell
8,314
-51
-0.6% -$2.87K 0.1% 178
2021
Q1
$479K Sell
8,365
-8,063
-49% -$462K 0.14% 135
2020
Q4
$906K Buy
16,428
+6,094
+59% +$336K 0.28% 90
2020
Q3
$616K Buy
+10,334
New +$616K 0.25% 96