Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$267K Sell
3,619
-97
-3% -$7.16K 0.07% 121
2022
Q4
$252K Sell
3,716
-134
-3% -$9.08K 0.07% 118
2022
Q3
$283K Sell
3,850
-44
-1% -$3.23K 0.08% 116
2022
Q2
$420K Sell
3,894
-48
-1% -$5.18K 0.12% 113
2022
Q1
$462K Sell
3,942
-106
-3% -$12.4K 0.11% 118
2021
Q4
$744K Sell
4,048
-214
-5% -$39.3K 0.17% 103
2021
Q3
$1.12M Buy
4,262
+113
+3% +$29.6K 0.28% 79
2021
Q2
$1.61M Buy
4,149
+108
+3% +$41.8K 0.42% 55
2021
Q1
$1.3M Buy
4,041
+62
+2% +$19.9K 0.38% 63
2020
Q4
$1.34M Buy
3,979
+182
+5% +$61.4K 0.44% 57
2020
Q3
$1.9M Buy
3,797
+339
+10% +$170K 0.7% 40
2020
Q2
$905K Buy
+3,458
New +$905K 0.38% 63