Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$271K Sell
2,053
-2,444
-54% -$322K 0.03% 251
2023
Q1
$745K Buy
+4,497
New +$745K 0.11% 140
2022
Q2
Sell
-4,829
Closed -$1.03M 247
2022
Q1
$1.03M Buy
+4,829
New +$1.03M 0.16% 94
2021
Q3
$305K Sell
1,334
-389
-23% -$88.9K 0.06% 144
2021
Q2
$417K Buy
1,723
+36
+2% +$8.71K 0.08% 124
2021
Q1
$334K Buy
1,687
+48
+3% +$9.5K 0.09% 138
2020
Q4
$289K Sell
1,639
-460
-22% -$81.1K 0.09% 136
2020
Q3
$252K Buy
+2,099
New +$252K 0.1% 102