Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$277K Sell
4,849
-855
-15% -$48.8K 0.55% 79
2023
Q3
$261K Sell
5,704
-1,664
-23% -$76.2K 0.55% 92
2023
Q2
$334K Sell
7,368
-675
-8% -$30.6K 0.52% 88
2023
Q1
$369K Sell
8,043
-4,796
-37% -$220K 0.54% 87
2022
Q4
$436K Sell
12,839
-2,398
-16% -$81.5K 0.56% 77
2022
Q3
$654K Sell
15,237
-687
-4% -$29.5K 0.64% 71
2022
Q2
$1.06M Buy
15,924
+2,993
+23% +$200K 0.98% 39
2022
Q1
$1.44M Sell
12,931
-7,909
-38% -$880K 0.78% 56
2021
Q4
$2.45M Buy
20,840
+7,275
+54% +$856K 0.85% 57
2021
Q3
$1.53M Buy
13,565
+592
+5% +$66.9K 0.51% 81
2021
Q2
$1.23M Sell
12,973
-730
-5% -$69.1K 0.45% 80
2021
Q1
$1.02M Buy
+13,703
New +$1.02M 0.46% 85