Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$480K Hold
16,483
0.01% 566
2023
Q2
$563K Buy
16,483
+42
+0.3% +$1.44K 0.01% 547
2023
Q1
$722K Buy
16,441
+1,416
+9% +$62.2K 0.01% 497
2022
Q4
$843K Sell
15,025
-3,042
-17% -$171K 0.01% 517
2022
Q3
$909K Buy
18,067
+104
+0.6% +$5.23K 0.02% 460
2022
Q2
$1.15M Sell
17,963
-298
-2% -$19.1K 0.02% 422
2022
Q1
$1.06M Sell
18,261
-86
-0.5% -$4.98K 0.02% 476
2021
Q4
$1.29M Buy
18,347
+13,263
+261% +$930K 0.02% 394
2021
Q3
$367K Sell
5,084
-150
-3% -$10.8K 0.01% 644
2021
Q2
$418K Buy
5,234
+176
+3% +$14.1K 0.01% 571
2021
Q1
$427K Buy
5,058
+1,239
+32% +$105K 0.01% 566
2020
Q4
$336K Hold
3,819
0.01% 582
2020
Q3
$296K Hold
3,819
0.01% 594
2020
Q2
$230K Buy
+3,819
New +$230K 0.01% 618