Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$537K Sell
16,045
-18,261
-53% -$611K 0.06% 176
2023
Q1
$1.12M Buy
+34,306
New +$1.12M 0.17% 112
2022
Q2
$594K Sell
15,873
-10,451
-40% -$391K 0.16% 84
2022
Q1
$1.3M Buy
+26,324
New +$1.3M 0.21% 78
2021
Q3
$806K Sell
15,130
-596
-4% -$31.8K 0.15% 76
2021
Q2
$883K Buy
15,726
+555
+4% +$31.2K 0.18% 74
2021
Q1
$971K Buy
15,171
+595
+4% +$38.1K 0.28% 61
2020
Q4
$726K Sell
14,576
-1,235
-8% -$61.5K 0.23% 70
2020
Q3
$946K Buy
+15,811
New +$946K 0.39% 42