Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$2.32M Sell
9,256
-673
-7% -$168K 0.19% 117
2023
Q2
$2.6M Buy
9,929
+823
+9% +$215K 0.18% 123
2023
Q1
$1.89M Buy
9,106
+796
+10% +$165K 0.14% 150
2022
Q4
$1.02M Sell
8,310
-480
-5% -$59.1K 0.07% 231
2022
Q3
$2.33M Buy
8,790
+723
+9% +$192K 0.19% 126
2022
Q2
$1.81M Buy
8,067
+870
+12% +$195K 0.14% 152
2022
Q1
$2.59M Sell
7,197
-252
-3% -$90.5K 0.17% 131
2021
Q4
$2.62M Buy
7,449
+582
+8% +$205K 0.17% 133
2021
Q3
$1.78M Buy
6,867
+399
+6% +$103K 0.13% 152
2021
Q2
$1.47M Sell
6,468
-1,878
-23% -$425K 0.11% 165
2021
Q1
$1.86M Buy
8,346
+4,542
+119% +$1.01M 0.14% 143
2020
Q4
$895K Buy
3,804
+1,077
+39% +$253K 0.07% 219
2020
Q3
$390K Sell
2,727
-228
-8% -$32.6K 0.03% 312
2020
Q2
$213K Buy
+2,955
New +$213K 0.02% 404