Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,558
Closed -$30.1K 727
2022
Q4
$30.1K Buy
+1,558
New +$30.1K 0.02% 221
2022
Q2
Sell
-87,627
Closed -$2.29M 101
2022
Q1
$2.29M Buy
87,627
+7,277
+9% +$190K 0.9% 34
2021
Q4
$1.89M Buy
80,350
+5,124
+7% +$121K 0.93% 30
2021
Q3
$1.65M Buy
75,226
+9,257
+14% +$203K 0.68% 37
2021
Q2
$1.48M Buy
65,969
+1,188
+2% +$26.7K 0.57% 39
2021
Q1
$1.29M Buy
64,781
+444
+0.7% +$8.85K 0.57% 38
2020
Q4
$1.27M Sell
64,337
-1,004
-2% -$19.9K 0.59% 40
2020
Q3
$1.15M Buy
65,341
+996
+2% +$17.5K 0.67% 30
2020
Q2
$1.08M Buy
+64,345
New +$1.08M 0.73% 28