Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$419K Buy
950
+286
+43% +$126K 0.05% 205
2023
Q1
$229K Buy
+664
New +$229K 0.03% 266
2022
Q2
Sell
-591
Closed -$222K 233
2022
Q1
$222K Buy
+591
New +$222K 0.04% 222
2021
Q3
$374K Buy
613
+112
+22% +$68.3K 0.07% 127
2021
Q2
$265K Sell
501
-3
-0.6% -$1.59K 0.05% 155
2021
Q1
$263K Sell
504
-46
-8% -$24K 0.07% 155
2020
Q4
$297K Sell
550
-131
-19% -$70.7K 0.1% 132
2020
Q3
$310K Buy
+681
New +$310K 0.13% 93