Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-9,339
Closed -$90.5K 244
2023
Q2
$90.5K Buy
9,339
+848
+10% +$8.22K 0.03% 222
2023
Q1
$89.2K Buy
8,491
+1,060
+14% +$11.1K 0.04% 220
2022
Q4
$72.5K Buy
7,431
+834
+13% +$8.13K 0.04% 223
2022
Q3
$104K Sell
6,597
-392
-6% -$6.18K 0.06% 197
2022
Q2
$152K Buy
6,989
+900
+15% +$19.6K 0.09% 166
2022
Q1
$128K Buy
+6,089
New +$128K 0.08% 168