Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$489K Sell
2,112
-269
-11% -$62.3K 0.02% 294
2023
Q3
$524K Buy
2,381
+1,013
+74% +$223K 0.02% 268
2023
Q2
$291K Buy
1,368
+36
+3% +$7.66K 0.01% 328
2023
Q1
$298K Sell
1,332
-277
-17% -$62K 0.01% 317
2022
Q4
$378K Buy
1,609
+75
+5% +$17.6K 0.02% 286
2022
Q3
$351K Buy
1,534
+105
+7% +$24K 0.02% 285
2022
Q2
$321K Sell
1,429
-182
-11% -$40.9K 0.01% 299
2022
Q1
$419K Hold
1,611
0.02% 267
2021
Q4
$470K Buy
1,611
+65
+4% +$19K 0.02% 264
2021
Q3
$418K Buy
1,546
+162
+12% +$43.8K 0.02% 272
2021
Q2
$329K Sell
1,384
-6
-0.4% -$1.43K 0.02% 294
2021
Q1
$277K Sell
1,390
-72
-5% -$14.3K 0.01% 293
2020
Q4
$288K Buy
+1,462
New +$288K 0.02% 246