Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$317K Buy
20,948
+2,014
+11% +$30.5K 0.04% 233
2023
Q1
$239K Buy
+18,934
New +$239K 0.04% 263
2022
Q2
$178K Sell
15,957
-5,878
-27% -$65.6K 0.05% 167
2022
Q1
$369K Buy
+21,835
New +$369K 0.06% 171
2021
Q3
$312K Hold
22,039
0.06% 143
2021
Q2
$327K Sell
22,039
-13,442
-38% -$199K 0.07% 143
2021
Q1
$435K Sell
35,481
-2,000
-5% -$24.5K 0.12% 112
2020
Q4
$329K Buy
37,481
+19,340
+107% +$170K 0.11% 123
2020
Q3
$110K Buy
+18,141
New +$110K 0.05% 120