Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$288K Hold
2,802
0.5% 52
2023
Q2
$323K Hold
2,802
0.51% 45
2023
Q1
$298K Hold
2,802
0.49% 50
2022
Q4
$311K Sell
2,802
-278
-9% -$30.8K 0.48% 52
2022
Q3
$267K Hold
3,080
0.38% 48
2022
Q2
$281K Hold
3,080
0.39% 54
2022
Q1
$253K Hold
3,080
0.28% 61
2021
Q4
$236K Sell
3,080
-1
-0% -$77 0.25% 66
2021
Q3
$231K Hold
3,081
0.25% 63
2021
Q2
$240K Sell
3,081
-148
-5% -$11.5K 0.25% 65
2021
Q1
$238K Hold
3,229
0.26% 55
2020
Q4
$252K Hold
3,229
0.28% 54
2020
Q3
$256K Hold
3,229
0.33% 50
2020
Q2
$238K Sell
3,229
-14
-0.4% -$1.03K 0.33% 49
2020
Q1
$250K Hold
3,243
0.36% 50
2019
Q4
$268K Buy
+3,243
New +$268K 0.33% 66