Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$292K Hold
46
0.03% 221
2023
Q1
$256K Hold
46
0.03% 226
2022
Q4
$212K Sell
46
-11
-19% -$50.7K 0.03% 248
2022
Q3
$227K Hold
57
0.03% 236
2022
Q2
$228K Sell
57
-2
-3% -$8K 0.03% 238
2022
Q1
$264K Buy
59
+1
+2% +$4.48K 0.03% 236
2021
Q4
$343K Sell
58
-10
-15% -$59.1K 0.04% 217
2021
Q3
$326K Hold
68
0.04% 225
2021
Q2
$338K Hold
68
0.04% 229
2021
Q1
$320K Hold
68
0.04% 225
2020
Q4
$277K Sell
68
-32
-32% -$130K 0.04% 206
2020
Q3
$408K Hold
100
0.07% 147
2020
Q2
$326K Hold
100
0.06% 160
2020
Q1
$257K Buy
+100
New +$257K 0.05% 180