Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$6.24M Sell
12,864
-30
-0.2% -$14.6K 0.72% 28
2023
Q1
$5.15M Sell
12,894
-766
-6% -$306K 0.63% 27
2022
Q4
$5.15M Buy
13,660
+107
+0.8% +$40.3K 0.64% 28
2022
Q3
$4.1M Buy
13,553
+631
+5% +$191K 0.55% 33
2022
Q2
$4.12M Sell
12,922
-32
-0.2% -$10.2K 0.51% 35
2022
Q1
$4.74M Buy
12,954
+282
+2% +$103K 0.51% 37
2021
Q4
$5.45M Buy
12,672
+51
+0.4% +$21.9K 0.58% 35
2021
Q3
$4.22M Buy
12,621
+76
+0.6% +$25.4K 0.46% 44
2021
Q2
$4.07M Buy
12,545
+263
+2% +$85.3K 0.45% 42
2021
Q1
$4.06M Buy
12,282
+127
+1% +$42K 0.48% 38
2020
Q4
$3.15M Buy
12,155
+9
+0.1% +$2.33K 0.44% 38
2020
Q3
$2.35M Buy
+12,146
New +$2.35M 0.38% 51