Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$2.14M Sell
23,934
-430
-2% -$38.4K 0.6% 42
2022
Q4
$2.04M Sell
24,364
-530
-2% -$44.3K 0.57% 45
2022
Q3
$1.88M Sell
24,894
-411
-2% -$31K 0.54% 45
2022
Q2
$1.8M Buy
25,305
+676
+3% +$48K 0.49% 52
2022
Q1
$1.95M Buy
24,629
+1,623
+7% +$129K 0.46% 56
2021
Q4
$1.9M Buy
23,006
+565
+3% +$46.6K 0.43% 58
2021
Q3
$1.86M Buy
22,441
+409
+2% +$33.8K 0.47% 51
2021
Q2
$1.64M Buy
22,032
+1,530
+7% +$114K 0.43% 51
2021
Q1
$1.55M Sell
20,502
-159
-0.8% -$12K 0.46% 56
2020
Q4
$1.28M Buy
20,661
+522
+3% +$32.2K 0.42% 59
2020
Q3
$1.06M Buy
20,139
+3,286
+19% +$172K 0.39% 65
2020
Q2
$619K Buy
+16,853
New +$619K 0.26% 79