Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$702K Buy
2,164
+3
+0.1% +$973 0.2% 57
2023
Q2
$746K Buy
2,161
+50
+2% +$17.3K 0.21% 59
2023
Q1
$666K Buy
2,111
+48
+2% +$15.1K 0.2% 58
2022
Q4
$619K Buy
2,063
+15
+0.7% +$4.5K 0.21% 65
2022
Q3
$549K Buy
2,048
+389
+23% +$104K 0.2% 66
2022
Q2
$447K Buy
1,659
+549
+49% +$148K 0.15% 77
2022
Q1
$361K Buy
1,110
+85
+8% +$27.6K 0.1% 114
2021
Q4
$308K Buy
1,025
+127
+14% +$38.2K 0.09% 129
2021
Q3
$257K Buy
898
+82
+10% +$23.5K 0.09% 141
2021
Q2
$195K Buy
816
+37
+5% +$8.84K 0.07% 156
2021
Q1
$179K Buy
+779
New +$179K 0.08% 159