Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$324K Buy
2,311
+193
+9% +$27.1K 0.15% 30
2023
Q2
$283K Sell
2,118
-1,206
-36% -$161K 0.13% 30
2023
Q1
$436K Buy
3,324
+1,206
+57% +$158K 0.21% 26
2022
Q4
$298K Hold
2,118
0.14% 29
2022
Q3
$252K Hold
2,118
0.13% 29
2022
Q2
$299K Hold
2,118
0.16% 27
2022
Q1
$275K Hold
2,118
0.13% 29
2021
Q4
$283K Sell
2,118
-516
-20% -$68.9K 0.13% 28
2021
Q3
$350K Buy
2,634
+419
+19% +$55.7K 0.18% 28
2021
Q2
$310K Hold
2,215
0.16% 28
2021
Q1
$282K Hold
2,215
0.16% 23
2020
Q4
$266K Sell
2,215
-715
-24% -$85.9K 0.16% 20
2020
Q3
$340K Hold
2,930
0.23% 19
2020
Q2
$338K Sell
2,930
-18
-0.6% -$2.08K 0.23% 18
2020
Q1
$312K Buy
+2,948
New +$312K 0.24% 19