Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$478K Buy
2,376
+104
+5% +$20.9K 0.05% 186
2023
Q1
$389K Buy
+2,272
New +$389K 0.06% 203
2022
Q2
$232K Buy
1,842
+274
+17% +$34.5K 0.06% 157
2022
Q1
$238K Buy
+1,568
New +$238K 0.04% 215
2021
Q3
$403K Buy
2,697
+143
+6% +$21.4K 0.07% 117
2021
Q2
$378K Buy
2,554
+55
+2% +$8.14K 0.08% 135
2021
Q1
$346K Sell
2,499
-10
-0.4% -$1.39K 0.1% 135
2020
Q4
$301K Buy
+2,509
New +$301K 0.1% 131