Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$259K Hold
2,981
0.28% 42
2023
Q2
$301K Hold
2,981
0.31% 39
2023
Q1
$277K Hold
2,981
0.3% 38
2022
Q4
$222K Hold
2,981
0.23% 51
2022
Q3
$204K Hold
2,981
0.21% 47
2022
Q2
$244K Hold
2,981
0.24% 42
2022
Q1
$311K Hold
2,981
0.27% 37
2021
Q4
$359K Hold
2,981
0.29% 39
2021
Q3
$333K Hold
2,981
0.27% 36
2021
Q2
$358K Hold
2,981
0.29% 43
2021
Q1
$353K Sell
2,981
-151
-5% -$17.9K 0.31% 37
2020
Q4
$342K Buy
+3,132
New +$342K 0.32% 36