Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$345K Buy
3,322
+113
+4% +$11.7K 0.01% 333
2023
Q3
$279K Buy
3,209
+2
+0.1% +$174 0.01% 335
2023
Q2
$324K Buy
+3,207
New +$324K 0.01% 309
2022
Q3
Sell
-2,742
Closed -$224K 402
2022
Q2
$224K Buy
2,742
+568
+26% +$46.4K 0.01% 349
2022
Q1
$227K Sell
2,174
-582
-21% -$60.8K 0.01% 362
2021
Q4
$332K Buy
2,756
+110
+4% +$13.3K 0.01% 300
2021
Q3
$295K Buy
2,646
+698
+36% +$77.8K 0.01% 314
2021
Q2
$234K Buy
+1,948
New +$234K 0.01% 353