Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$322K Hold
24,443
0.35% 37
2023
Q2
$329K Hold
24,443
0.34% 36
2023
Q1
$290K Buy
24,443
+5,395
+28% +$64K 0.31% 34
2022
Q4
$232K Hold
19,048
0.24% 46
2022
Q3
$162K Hold
19,048
0.17% 49
2022
Q2
$189K Sell
19,048
-1,705
-8% -$16.9K 0.19% 50
2022
Q1
$216K Hold
20,753
0.19% 51
2021
Q4
$289K Hold
20,753
0.23% 43
2021
Q3
$301K Hold
20,753
0.24% 40
2021
Q2
$275K Hold
20,753
0.22% 47
2021
Q1
$254K Sell
20,753
-15
-0.1% -$184 0.22% 46
2020
Q4
$196K Buy
+20,768
New +$196K 0.18% 57
2015
Q3
$3K Hold
216
﹤0.01% 128
2015
Q2
$4K Hold
216
﹤0.01% 212
2015
Q1
$3K Hold
216
﹤0.01% 159
2014
Q4
$3K Buy
+216
New +$3K ﹤0.01% 174