Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$968K Buy
8,386
+1,480
+21% +$171K 0.11% 130
2023
Q1
$735K Buy
+6,906
New +$735K 0.11% 141
2022
Q2
$891K Sell
9,772
-6,299
-39% -$574K 0.24% 64
2022
Q1
$1.32M Buy
+16,071
New +$1.32M 0.21% 77
2021
Q3
$391K Sell
5,212
-285
-5% -$21.4K 0.07% 122
2021
Q2
$427K Sell
5,497
-131
-2% -$10.2K 0.09% 122
2021
Q1
$414K Sell
5,628
-541
-9% -$39.8K 0.12% 116
2020
Q4
$481K Sell
6,169
-1,651
-21% -$129K 0.16% 89
2020
Q3
$577K Buy
+7,820
New +$577K 0.24% 62