Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$239K Sell
2,860
-2,225
-44% -$186K 0.24% 41
2023
Q1
$327K Buy
5,085
+1,665
+49% +$107K 0.24% 42
2022
Q4
$208K Sell
3,420
-19,102
-85% -$1.16M 0.18% 43
2022
Q3
$1.49M Hold
22,522
1.38% 35
2022
Q2
$2.04M Sell
22,522
-975
-4% -$88.2K 1.84% 24
2022
Q1
$2.27M Sell
23,497
-1,407
-6% -$136K 1.62% 32
2021
Q4
$3.24M Buy
24,904
+635
+3% +$82.7K 2.12% 24
2021
Q3
$3.11M Sell
24,269
-290
-1% -$37.1K 2.13% 22
2021
Q2
$3.17M Sell
24,559
-595
-2% -$76.8K 2.12% 21
2021
Q1
$3.34M Sell
25,154
-235
-0.9% -$31.2K 2.26% 17
2020
Q4
$2.4M Buy
+25,389
New +$2.4M 1.65% 31