Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,673
Closed -$262K 151
2023
Q2
$262K Sell
2,673
-715
-21% -$70K 0.12% 133
2023
Q1
$332K Sell
3,388
-60
-2% -$5.88K 0.16% 100
2022
Q4
$348K Sell
3,448
-415
-11% -$41.9K 0.17% 102
2022
Q3
$316K Buy
3,863
+36
+0.9% +$2.95K 0.17% 101
2022
Q2
$367K Sell
3,827
-46
-1% -$4.41K 0.19% 94
2022
Q1
$383K Buy
3,873
+28
+0.7% +$2.77K 0.16% 97
2021
Q4
$331K Sell
3,845
-112
-3% -$9.64K 0.14% 103
2021
Q3
$340K Sell
3,957
-475
-11% -$40.8K 0.15% 103
2021
Q2
$378K Sell
4,432
-693
-14% -$59.1K 0.17% 99
2021
Q1
$396K Sell
5,125
-1,172
-19% -$90.6K 0.18% 97
2020
Q4
$451K Buy
6,297
+75
+1% +$5.37K 0.22% 90
2020
Q3
$358K Sell
6,222
-30
-0.5% -$1.73K 0.19% 92
2020
Q2
$386K Sell
6,252
-3,234
-34% -$200K 0.22% 90
2020
Q1
$563K Sell
9,486
-938
-9% -$55.7K 0.31% 69
2019
Q4
$983K Buy
10,424
+53
+0.5% +$5K 0.39% 61
2019
Q3
$891K Sell
10,371
-16
-0.2% -$1.38K 0.39% 61
2019
Q2
$851K Sell
10,387
-480
-4% -$39.3K 0.37% 61
2019
Q1
$881K Sell
10,867
-283
-3% -$22.9K 0.38% 61
2018
Q4
$747K Buy
11,150
+21
+0.2% +$1.41K 0.38% 63
2018
Q3
$979K Sell
11,129
-54
-0.5% -$4.75K 0.39% 58
2018
Q2
$880K Sell
11,183
-517
-4% -$40.7K 0.35% 62
2018
Q1
$926K Sell
11,700
-330
-3% -$26.1K 0.37% 61
2017
Q4
$966K Sell
12,030
-604
-5% -$48.5K 0.37% 62
2017
Q3
$923K Buy
12,634
+453
+4% +$33.1K 0.38% 59
2017
Q2
$936K Buy
12,181
+284
+2% +$21.8K 0.33% 56
2017
Q1
$840K Buy
11,897
+2,217
+23% +$157K 0.27% 60
2016
Q4
$668K Buy
9,680
+1,629
+20% +$112K 0.22% 69
2016
Q3
$515K Sell
8,051
-661
-8% -$42.3K 0.19% 77
2016
Q2
$562K Buy
8,712
+627
+8% +$40.4K 0.2% 74
2016
Q1
$510K Sell
8,085
-516
-6% -$32.5K 0.19% 78
2015
Q4
$520K Buy
8,601
+529
+7% +$32K 0.18% 74
2015
Q3
$452K Buy
8,072
+655
+9% +$36.7K 0.17% 76
2015
Q2
$518K Sell
7,417
-93
-1% -$6.5K 0.18% 68
2015
Q1
$554K Buy
7,510
+159
+2% +$11.7K 0.2% 64
2014
Q4
$532K Sell
7,351
-198
-3% -$14.3K 0.18% 68
2014
Q3
$502K Sell
7,549
-236
-3% -$15.7K 0.19% 73
2014
Q2
$566K Buy
7,785
+1,105
+17% +$80.3K 0.2% 66
2014
Q1
$491K Sell
6,680
-636
-9% -$46.7K 0.18% 71
2013
Q4
$524K Buy
7,316
+270
+4% +$19.3K 0.2% 64
2013
Q3
$478K Buy
7,046
+1,284
+22% +$87.1K 0.21% 62
2013
Q2
$337K Buy
+5,762
New +$337K 0.25% 36