Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.13M Buy
24,451
+259
+1% +$11.9K 0.32% 32
2023
Q2
$1.04M Sell
24,192
-17,919
-43% -$773K 0.29% 37
2023
Q1
$1.34M Buy
42,111
+2,694
+7% +$85.4K 0.39% 21
2022
Q4
$975K Sell
39,417
-1,907
-5% -$47.2K 0.33% 31
2022
Q3
$1.1M Buy
41,324
+5,039
+14% +$134K 0.39% 23
2022
Q2
$742K Buy
36,285
+19,011
+110% +$389K 0.26% 35
2022
Q1
$616K Buy
17,274
+3,070
+22% +$109K 0.17% 53
2021
Q4
$596K Buy
14,204
+1,999
+16% +$83.9K 0.17% 53
2021
Q3
$547K Buy
12,205
+2,011
+20% +$90.1K 0.2% 53
2021
Q2
$511K Buy
10,194
+6,028
+145% +$302K 0.19% 51
2021
Q1
$227K Buy
+4,166
New +$227K 0.1% 118