Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$490K Buy
1,871
+173
+10% +$45.3K 0.02% 184
2023
Q1
$352K Sell
1,698
-276
-14% -$57.3K 0.02% 214
2022
Q4
$243K Sell
1,974
-1,321
-40% -$163K 0.01% 259
2022
Q3
$874K Buy
3,295
+448
+16% +$119K 0.05% 137
2022
Q2
$639K Buy
2,847
+1,506
+112% +$338K 0.03% 166
2022
Q1
$482K Buy
1,341
+684
+104% +$246K 0.02% 203
2021
Q4
$231K Buy
+657
New +$231K 0.01% 271