Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$3.22M Sell
129,981
-3,879
-3% -$96.1K 0.05% 276
2023
Q1
$1.66M Buy
133,860
+8,869
+7% +$110K 0.03% 338
2022
Q4
$1.71M Buy
124,991
+618
+0.5% +$8.44K 0.03% 310
2022
Q3
$1.21K Buy
124,373
+9,339
+8% +$91 0.02% 321
2022
Q2
$946K Buy
115,034
+17,712
+18% +$146K 0.02% 339
2022
Q1
$1.36M Buy
97,322
+13,719
+16% +$192K 0.03% 322
2021
Q4
$2.09M Buy
83,603
+8,271
+11% +$207K 0.04% 273
2021
Q3
$2.08M Buy
75,332
+5,965
+9% +$164K 0.04% 256
2021
Q2
$1.9M Buy
69,367
+6,725
+11% +$184K 0.04% 257
2021
Q1
$1.25M Buy
62,642
+13,090
+26% +$262K 0.03% 259
2020
Q4
$896K Buy
+49,552
New +$896K 0.03% 262