Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$339K Hold
3,347
0.08% 89
2022
Q4
$367K Sell
3,347
-580
-15% -$63.6K 0.09% 89
2022
Q3
$380K Hold
3,927
0.11% 74
2022
Q2
$427K Hold
3,927
0.12% 75
2022
Q1
$465K Sell
3,927
-30
-0.8% -$3.55K 0.1% 83
2021
Q4
$557K Buy
3,957
+341
+9% +$48K 0.11% 72
2021
Q3
$427K Sell
3,616
-228
-6% -$26.9K 0.09% 78
2021
Q2
$446K Sell
3,844
-117
-3% -$13.6K 0.09% 80
2021
Q1
$475K Buy
3,961
+616
+18% +$73.9K 0.09% 75
2020
Q4
$366K Sell
3,345
-41
-1% -$4.49K 0.07% 89
2020
Q3
$368K Sell
3,386
-754
-18% -$81.9K 0.08% 87
2020
Q2
$379K Buy
4,140
+481
+13% +$44K 0.09% 81
2020
Q1
$289K Buy
+3,659
New +$289K 0.08% 97