Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,550
Closed -$257K 341
2023
Q2
$257K Sell
2,550
-512
-17% -$51.7K 0.04% 313
2023
Q1
$285K Buy
+3,062
New +$285K 0.05% 303
2022
Q1
Sell
-1,967
Closed -$237K 473
2021
Q4
$237K Sell
1,967
-389
-17% -$46.9K 0.03% 399
2021
Q3
$263K Sell
2,356
-823
-26% -$91.9K 0.04% 378
2021
Q2
$384K Buy
+3,179
New +$384K 0.06% 324