Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$841K Buy
9,433
+140
+2% +$12.5K 0.03% 256
2022
Q4
$656K Buy
9,293
+347
+4% +$24.5K 0.03% 270
2022
Q3
$401K Buy
8,946
+348
+4% +$15.6K 0.01% 507
2022
Q2
$501K Sell
8,598
-31,523
-79% -$1.84M 0.01% 481
2022
Q1
$3.32M Buy
+40,121
New +$3.32M 0.07% 162
2019
Q2
Sell
-945
Closed -$115K 640
2019
Q1
$115K Buy
945
+63
+7% +$7.67K 0.01% 483
2018
Q4
$82K Buy
882
+139
+19% +$12.9K ﹤0.01% 517
2018
Q3
$107K Buy
743
+78
+12% +$11.2K ﹤0.01% 471
2018
Q2
$655 Sell
665
-12
-2% -$12 0.05% 157
2018
Q1
$102K Buy
677
+84
+14% +$12.7K 0.01% 274
2017
Q4
$82K Buy
593
+84
+17% +$11.6K 0.01% 280
2017
Q3
$64K Buy
509
+45
+10% +$5.66K 0.01% 207
2017
Q2
$53K Buy
+464
New +$53K ﹤0.01% 294