Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$1.24M Sell
11,045
-5,055
-31% -$569K 1.23% 36
2023
Q1
$1.69M Buy
16,100
+1,320
+9% +$138K 1.22% 37
2022
Q4
$1.63M Sell
14,780
-270
-2% -$29.9K 1.45% 32
2022
Q3
$1.32M Sell
15,050
-3,010
-17% -$263K 1.22% 38
2022
Q2
$1.41M Sell
18,060
-1,305
-7% -$102K 1.28% 37
2022
Q1
$1.65M Sell
19,365
-245
-1% -$20.9K 1.18% 37
2021
Q4
$2.35M Sell
19,610
-4,156
-17% -$498K 1.54% 35
2021
Q3
$2.94M Sell
23,766
-430
-2% -$53.2K 2.01% 28
2021
Q2
$2.9M Sell
24,196
-1,175
-5% -$141K 1.94% 27
2021
Q1
$2.67M Sell
25,371
-3,041
-11% -$320K 1.81% 29
2020
Q4
$2.89M Buy
+28,412
New +$2.89M 1.99% 25