Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$495K Buy
4,743
+821
+21% +$85.8K 0.3% 74
2023
Q1
$472K Sell
3,922
-104
-3% -$12.5K 0.3% 69
2022
Q4
$507K Buy
+4,026
New +$507K 0.33% 61
2021
Q1
Sell
-2,499
Closed -$367K 137
2020
Q4
$367K Buy
+2,499
New +$367K 0.24% 81
2019
Q3
Sell
-739
Closed -$62K 418
2019
Q2
$62K Buy
739
+1
+0.1% +$84 0.04% 247
2019
Q1
$62K Buy
738
+1
+0.1% +$84 0.05% 260
2018
Q4
$55K Buy
737
+1
+0.1% +$75 0.09% 248
2018
Q3
$62K Sell
736
-157
-18% -$13.2K 0.04% 264
2018
Q2
$59K Buy
+893
New +$59K 0.04% 258