Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$493K Buy
12,912
+19
+0.1% +$726 ﹤0.01% 1039
2023
Q2
$600K Buy
12,893
+5,475
+74% +$255K 0.01% 674
2023
Q1
$332K Sell
7,418
-17,398
-70% -$780K 0.01% 870
2022
Q4
$1.37M Buy
24,816
+2,858
+13% +$157K 0.01% 645
2022
Q3
$922K Buy
+21,958
New +$922K 0.01% 781
2021
Q1
Sell
-76
Closed -$3K 707
2020
Q4
$3K Sell
76
-369
-83% -$14.6K ﹤0.01% 974
2020
Q3
$18K Buy
+445
New +$18K ﹤0.01% 489
2020
Q2
Sell
-419
Closed -$17K 726
2020
Q1
$17K Buy
+419
New +$17K ﹤0.01% 432
2019
Q2
Sell
-174
Closed -$8K 651
2019
Q1
$8K Buy
+174
New +$8K ﹤0.01% 534