Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$1.08M Buy
9,814
+1,224
+14% +$135K 0.02% 366
2023
Q1
$1.03M Buy
8,590
+743
+9% +$89.4K 0.02% 362
2022
Q4
$918K Buy
7,847
+1,239
+19% +$145K 0.02% 343
2022
Q3
$549 Buy
6,608
+1,396
+27% +$116 0.01% 356
2022
Q2
$533K Buy
5,212
+1,111
+27% +$114K 0.01% 358
2022
Q1
$552K Buy
4,101
+1,330
+48% +$179K 0.01% 360
2021
Q4
$462K Buy
+2,771
New +$462K 0.01% 362