Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$1.62M Sell
13,901
-436
-3% -$50.7K 0.45% 57
2022
Q4
$1.62M Sell
14,337
-1,880
-12% -$213K 0.45% 58
2022
Q3
$1.31M Sell
16,217
-129
-0.8% -$10.4K 0.38% 66
2022
Q2
$1.22M Sell
16,346
-186
-1% -$13.9K 0.34% 73
2022
Q1
$2.11M Buy
16,532
+592
+4% +$75.7K 0.5% 49
2021
Q4
$2.14M Buy
15,940
+360
+2% +$48.3K 0.48% 53
2021
Q3
$2.13M Buy
15,580
+488
+3% +$66.7K 0.53% 49
2021
Q2
$1.61M Buy
15,092
+756
+5% +$80.7K 0.43% 54
2021
Q1
$1.29M Buy
14,336
+1,436
+11% +$129K 0.38% 64
2020
Q4
$1.19M Buy
12,900
+1,576
+14% +$146K 0.39% 63
2020
Q3
$1.02M Buy
11,324
+3,452
+44% +$312K 0.37% 67
2020
Q2
$802K Buy
+7,872
New +$802K 0.33% 66