Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$1.29M Buy
42,450
+229
+0.5% +$6.98K 0.04% 202
2023
Q3
$1.29M Sell
42,221
-985
-2% -$30K 0.05% 192
2023
Q2
$1.51M Buy
43,206
+33,633
+351% +$1.18M 0.06% 183
2023
Q1
$338K Sell
9,573
-875
-8% -$30.9K 0.01% 305
2022
Q4
$334K Buy
10,448
+781
+8% +$25K 0.01% 296
2022
Q3
$281K Sell
9,667
-548
-5% -$15.9K 0.01% 305
2022
Q2
$322K Buy
10,215
+1,090
+12% +$34.4K 0.01% 298
2022
Q1
$337K Buy
9,125
+386
+4% +$14.3K 0.01% 289
2021
Q4
$325K Buy
8,739
+839
+11% +$31.2K 0.01% 305
2021
Q3
$288K Sell
7,900
-10
-0.1% -$365 0.01% 317
2021
Q2
$324K Sell
7,910
-634
-7% -$26K 0.02% 296
2021
Q1
$372K Buy
8,544
+1,035
+14% +$45.1K 0.02% 256
2020
Q4
$270K Buy
+7,509
New +$270K 0.02% 256