Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$1.08M Buy
2,211
+205
+10% +$100K 0.12% 120
2023
Q1
$773K Buy
+2,006
New +$773K 0.12% 137
2022
Q2
$241K Sell
658
-316
-32% -$116K 0.06% 153
2022
Q1
$444K Buy
+974
New +$444K 0.07% 158
2021
Q3
$484K Buy
841
+13
+2% +$7.48K 0.09% 109
2021
Q2
$485K Sell
828
-11
-1% -$6.44K 0.1% 109
2021
Q1
$399K Buy
839
+286
+52% +$136K 0.11% 121
2020
Q4
$277K Buy
+553
New +$277K 0.09% 139