Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$458K Buy
2,881
+189
+7% +$30.1K 0.05% 194
2023
Q1
$426K Buy
+2,692
New +$426K 0.06% 195
2022
Q2
$238K Sell
1,689
-30
-2% -$4.23K 0.06% 155
2022
Q1
$239K Buy
+1,719
New +$239K 0.04% 214
2021
Q3
$217K Buy
1,308
+1
+0.1% +$166 0.04% 168
2021
Q2
$235K Sell
1,307
-199
-13% -$35.8K 0.05% 169
2021
Q1
$291K Sell
1,506
-271
-15% -$52.4K 0.08% 146
2020
Q4
$359K Sell
1,777
-987
-36% -$199K 0.12% 116
2020
Q3
$606K Buy
+2,764
New +$606K 0.25% 58