Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$487K Buy
13,699
+49
+0.4% +$1.74K 0.87% 21
2023
Q2
$456K Sell
13,650
-18,863
-58% -$631K 0.83% 22
2023
Q1
$1.06M Buy
32,513
+465
+1% +$15.2K 1.5% 13
2022
Q4
$847K Buy
32,048
+399
+1% +$10.5K 1.22% 14
2022
Q3
$816K Buy
31,649
+351
+1% +$9.05K 1.16% 15
2022
Q2
$1.17M Buy
31,298
+257
+0.8% +$9.62K 0.47% 16
2022
Q1
$1.54M Buy
31,041
+239
+0.8% +$11.8K 0.33% 16
2021
Q4
$1.59M Buy
+30,802
New +$1.59M 0.24% 16