Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$317K Sell
2,311
-370
-14% -$50.8K 0.13% 57
2023
Q2
$344K Buy
2,681
+13
+0.5% +$1.67K 0.13% 65
2023
Q1
$332K Sell
2,668
-50
-2% -$6.22K 0.13% 68
2022
Q4
$232K Sell
2,718
-399
-13% -$34.1K 0.09% 103
2022
Q3
$327K Hold
3,117
0.14% 72
2022
Q2
$278K Sell
3,117
-55
-2% -$4.91K 0.11% 87
2022
Q1
$545K Buy
3,172
+373
+13% +$64.1K 0.19% 60
2021
Q4
$466K Buy
2,799
+83
+3% +$13.8K 0.16% 66
2021
Q3
$456K Sell
2,716
-110
-4% -$18.5K 0.17% 67
2021
Q2
$433K Sell
2,826
-38
-1% -$5.82K 0.17% 71
2021
Q1
$538K Buy
+2,864
New +$538K 0.23% 62