Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$616K Sell
3,598
-426
-11% -$72.9K 0.18% 73
2023
Q2
$781K Buy
4,024
+246
+7% +$47.7K 0.21% 55
2023
Q1
$623K Buy
3,778
+69
+2% +$11.4K 0.18% 69
2022
Q4
$482K Buy
3,709
+987
+36% +$128K 0.16% 87
2022
Q3
$376K Buy
2,722
+927
+52% +$128K 0.13% 108
2022
Q2
$245K Sell
1,795
-1,901
-51% -$259K 0.08% 143
2022
Q1
$645K Sell
3,696
-856
-19% -$149K 0.18% 47
2021
Q4
$808K Sell
4,552
-29
-0.6% -$5.15K 0.23% 32
2021
Q3
$648K Sell
4,581
-59
-1% -$8.35K 0.24% 41
2021
Q2
$636K Sell
4,640
-4,810
-51% -$659K 0.24% 33
2021
Q1
$1.15M Buy
+9,450
New +$1.15M 0.49% 18