Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$925K Buy
3,532
+183
+5% +$47.9K 0.11% 132
2023
Q1
$695K Buy
+3,349
New +$695K 0.1% 145
2022
Q2
Sell
-1,215
Closed -$436K 249
2022
Q1
$436K Buy
+1,215
New +$436K 0.07% 159
2021
Q1
Sell
-918
Closed -$216K 198
2020
Q4
$216K Buy
+918
New +$216K 0.07% 158