Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$2.7M Buy
39,320
+1,938
+5% +$133K 0.4% 66
2022
Q2
$3.06M Buy
37,382
+2,659
+8% +$217K 0.45% 57
2022
Q1
$3.63M Buy
34,723
+8,434
+32% +$882K 0.46% 60
2021
Q4
$3.16M Sell
26,289
-253
-1% -$30.4K 0.4% 59
2021
Q3
$2.96M Buy
26,542
+3,839
+17% +$429K 0.4% 63
2021
Q2
$2.73M Buy
22,703
+6,790
+43% +$816K 0.36% 64
2021
Q1
$1.88M Buy
15,913
+194
+1% +$22.9K 0.27% 73
2020
Q4
$1.71M Buy
+15,719
New +$1.71M 0.27% 70