Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$2.4M Buy
4,468
+79
+2% +$42.5K 0.27% 59
2023
Q1
$2.18M Buy
+4,389
New +$2.18M 0.33% 57
2022
Q2
$1.44M Sell
2,993
-247
-8% -$118K 0.39% 52
2022
Q1
$1.87M Buy
+3,240
New +$1.87M 0.3% 58
2021
Q3
$1.88M Buy
4,193
+115
+3% +$51.7K 0.35% 45
2021
Q2
$1.61M Buy
4,078
+65
+2% +$25.7K 0.32% 51
2021
Q1
$1.41M Sell
4,013
-189
-4% -$66.6K 0.4% 44
2020
Q4
$1.58M Buy
4,202
+1,097
+35% +$413K 0.51% 42
2020
Q3
$942K Buy
+3,105
New +$942K 0.39% 43