Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-931
Closed -$245K 255
2023
Q3
$245K Sell
931
-78
-8% -$20.5K 0.02% 215
2023
Q2
$283K Sell
1,009
-169
-14% -$47.5K 0.03% 203
2023
Q1
$328K Buy
1,178
+77
+7% +$21.4K 0.04% 184
2022
Q4
$305K Sell
1,101
-35
-3% -$9.69K 0.04% 183
2022
Q3
$304K Buy
+1,136
New +$304K 0.05% 173
2022
Q1
Sell
-1,426
Closed -$342K 223
2021
Q4
$342K Hold
1,426
0.06% 156
2021
Q3
$404K Buy
+1,426
New +$404K 0.09% 105