Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$565K Buy
12,735
+190
+2% +$8.43K 0.02% 417
2022
Q4
$520K Buy
12,545
+541
+5% +$22.4K 0.02% 358
2022
Q3
$442K Buy
12,004
+501
+4% +$18.4K 0.01% 471
2022
Q2
$491K Buy
11,503
+91
+0.8% +$3.88K 0.01% 495
2022
Q1
$677K Buy
11,412
+215
+2% +$12.8K 0.01% 400
2021
Q4
$748K Buy
11,197
+531
+5% +$35.5K 0.01% 398
2021
Q3
$746K Buy
10,666
+898
+9% +$62.8K 0.01% 349
2021
Q2
$689K Sell
9,768
-1,133
-10% -$79.9K 0.01% 335
2021
Q1
$658K Buy
10,901
+1,627
+18% +$98.2K 0.01% 346
2020
Q4
$469K Buy
9,274
+824
+10% +$41.7K 0.01% 370
2020
Q3
$445K Buy
8,450
+440
+5% +$23.2K 0.01% 329
2020
Q2
$411K Buy
+8,010
New +$411K 0.01% 293