Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$486K Buy
3,051
+75
+3% +$12K 0.11% 76
2022
Q4
$481K Sell
2,976
-707
-19% -$114K 0.12% 76
2022
Q3
$494K Hold
3,683
0.14% 63
2022
Q2
$564K Hold
3,683
0.15% 61
2022
Q1
$597K Buy
3,683
+166
+5% +$26.9K 0.13% 71
2021
Q4
$476K Buy
3,517
+109
+3% +$14.8K 0.09% 79
2021
Q3
$368K Hold
3,408
0.08% 90
2021
Q2
$384K Sell
3,408
-100
-3% -$11.3K 0.08% 89
2021
Q1
$380K Buy
3,508
+415
+13% +$45K 0.07% 94
2020
Q4
$331K Sell
3,093
-500
-14% -$53.5K 0.07% 94
2020
Q3
$315K Buy
3,593
+369
+11% +$32.4K 0.07% 95
2020
Q2
$317K Sell
3,224
-160
-5% -$15.7K 0.07% 93
2020
Q1
$258K Buy
3,384
+1,001
+42% +$76.3K 0.07% 106
2019
Q4
$211K Buy
+2,383
New +$211K 0.07% 108