Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$2.98M Buy
22,255
+8,605
+63% +$1.15M 0.34% 43
2023
Q1
$1.79M Buy
+13,650
New +$1.79M 0.27% 74
2022
Q2
$435K Sell
3,084
-4,663
-60% -$658K 0.12% 113
2022
Q1
$1.01M Buy
+7,747
New +$1.01M 0.16% 95
2021
Q3
$258K Buy
1,942
+158
+9% +$21K 0.05% 158
2021
Q2
$250K Sell
1,784
-135
-7% -$18.9K 0.05% 160
2021
Q1
$245K Sell
1,919
-334
-15% -$42.6K 0.07% 161
2020
Q4
$271K Sell
2,253
-530
-19% -$63.8K 0.09% 143
2020
Q3
$321K Buy
+2,783
New +$321K 0.13% 91