Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$904K Buy
7,589
+1,370
+22% +$163K 0.1% 134
2023
Q1
$578K Buy
+6,219
New +$578K 0.09% 161
2022
Q2
Sell
-5,912
Closed -$489K 235
2022
Q1
$489K Buy
+5,912
New +$489K 0.08% 150
2021
Q3
$267K Sell
3,069
-712
-19% -$61.9K 0.05% 156
2021
Q2
$294K Buy
3,781
+453
+14% +$35.2K 0.06% 149
2021
Q1
$234K Buy
+3,328
New +$234K 0.07% 164
2020
Q4
Sell
-4,810
Closed -$266K 182
2020
Q3
$266K Buy
+4,810
New +$266K 0.11% 100