Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$1.57M Buy
38,257
+2,451
+7% +$100K 0.03% 350
2023
Q1
$1.42M Buy
35,806
+1,906
+6% +$75.8K 0.02% 347
2022
Q4
$1.14M Buy
33,900
+161
+0.5% +$5.43K 0.02% 336
2022
Q3
$1.02K Sell
33,739
-34,403
-50% -$1.04K 0.02% 333
2022
Q2
$2.73M Buy
68,142
+7,613
+13% +$305K 0.05% 245
2022
Q1
$2.91M Buy
60,529
+6,285
+12% +$302K 0.06% 245
2021
Q4
$3.04M Buy
+54,244
New +$3.04M 0.06% 235