Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,321
Closed -$954K 490
2023
Q2
$954K Buy
2,321
+33
+1% +$13.6K 0.01% 376
2023
Q1
$533K Buy
+2,288
New +$533K 0.01% 510
2022
Q1
Sell
-473
Closed -$250K 929
2021
Q4
$250K Sell
473
-105
-18% -$55.5K ﹤0.01% 786
2021
Q3
$273K Buy
+578
New +$273K ﹤0.01% 721