Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$420K Buy
3,802
+75
+2% +$8.28K 0.05% 203
2023
Q1
$457K Buy
+3,727
New +$457K 0.07% 188
2022
Q2
$268K Sell
2,626
-1,143
-30% -$117K 0.07% 141
2022
Q1
$507K Buy
+3,769
New +$507K 0.08% 147
2021
Q3
$532K Sell
3,663
-237
-6% -$34.4K 0.1% 100
2021
Q2
$602K Sell
3,900
-1,329
-25% -$205K 0.12% 93
2021
Q1
$695K Buy
5,229
+1,323
+34% +$176K 0.2% 79
2020
Q4
$553K Sell
3,906
-155
-4% -$21.9K 0.18% 80
2020
Q3
$398K Buy
+4,061
New +$398K 0.16% 77