Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$4.21M Sell
15,016
-536
-3% -$150K 0.07% 246
2023
Q1
$4.13M Sell
15,552
-2,652
-15% -$704K 0.07% 230
2022
Q4
$6.03M Buy
18,204
+67
+0.4% +$22.2K 0.11% 171
2022
Q3
$5.03K Sell
18,137
-73
-0.4% -$20 0.09% 173
2022
Q2
$4.8M Buy
18,210
+1,570
+9% +$414K 0.1% 187
2022
Q1
$3.99M Buy
16,640
+1,625
+11% +$389K 0.08% 216
2021
Q4
$3.45M Buy
15,015
+1,608
+12% +$369K 0.07% 231
2021
Q3
$2.93M Buy
13,407
+7,315
+120% +$1.6M 0.06% 232
2021
Q2
$1.43M Buy
+6,092
New +$1.43M 0.03% 274