Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$698K Buy
6,839
+791
+13% +$80.7K 0.01% 383
2023
Q1
$623K Buy
6,048
+256
+4% +$26.4K 0.01% 380
2022
Q4
$539K Buy
5,792
+641
+12% +$59.7K 0.01% 366
2022
Q3
$403 Sell
5,151
-16
-0.3% -$1 0.01% 366
2022
Q2
$460K Buy
5,167
+1,203
+30% +$107K 0.01% 364
2022
Q1
$474K Buy
3,964
+1,094
+38% +$131K 0.01% 365
2021
Q4
$473K Buy
2,870
+1,296
+82% +$214K 0.01% 361
2021
Q3
$273K Buy
+1,574
New +$273K 0.01% 363