Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$720K Buy
1,485
+279
+23% +$135K 0.12% 145
2023
Q1
$481K Buy
1,206
+238
+25% +$95K 0.09% 165
2022
Q4
$365K Buy
968
+468
+94% +$176K 0.08% 176
2022
Q3
$151K Buy
500
+65
+15% +$19.6K 0.03% 235
2022
Q2
$139K Buy
435
+78
+22% +$24.9K 0.03% 247
2022
Q1
$131K Buy
357
+312
+693% +$114K 0.02% 265
2021
Q4
$19K Buy
+45
New +$19K ﹤0.01% 516
2018
Q3
Sell
-10
Closed -$1K 569
2018
Q2
$1K Buy
+10
New +$1K ﹤0.01% 545