Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,309
Closed -$3.28M 524
2023
Q1
$3.28M Buy
6,309
+154
+3% +$80.1K 0.06% 259
2022
Q4
$3.15M Buy
6,155
+55
+0.9% +$28.2K 0.06% 245
2022
Q3
$2.96K Buy
+6,100
New +$2.96K 0.05% 232
2021
Q3
Sell
-6,124
Closed -$2.79M 384
2021
Q2
$2.79M Buy
6,124
+933
+18% +$425K 0.06% 219
2021
Q1
$2.18M Buy
5,191
+888
+21% +$372K 0.06% 226
2020
Q4
$1.87M Buy
4,303
+894
+26% +$388K 0.05% 225
2020
Q3
$1.41M Buy
3,409
+704
+26% +$291K 0.05% 221
2020
Q2
$1.05M Buy
+2,705
New +$1.05M 0.04% 208