Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$634K Buy
2,084
+31
+2% +$9.42K 0.02% 379
2022
Q4
$637K Buy
2,053
+76
+4% +$23.6K 0.03% 281
2022
Q3
$652K Buy
1,977
+74
+4% +$24.4K 0.02% 297
2022
Q2
$541K Buy
1,903
+25
+1% +$7.11K 0.02% 418
2022
Q1
$652K Buy
1,878
+33
+2% +$11.5K 0.01% 412
2021
Q4
$771K Buy
1,845
+87
+5% +$36.4K 0.02% 384
2021
Q3
$870K Buy
1,758
+134
+8% +$66.3K 0.02% 295
2021
Q2
$607K Buy
+1,624
New +$607K 0.01% 440