Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$2.65M Buy
232,274
+19,931
+9% +$228K 0.07% 244
2023
Q3
$2.44M Buy
212,343
+31,813
+18% +$366K 0.08% 228
2023
Q2
$2.1M Sell
180,530
-4,535
-2% -$52.8K 0.06% 300
2023
Q1
$2.21M Buy
185,065
+4,294
+2% +$51.2K 0.06% 289
2022
Q4
$1.79M Buy
180,771
+28,066
+18% +$277K 0.24% 94
2022
Q3
$1.37M Buy
152,705
+32,634
+27% +$293K 0.2% 121
2022
Q2
$1.41M Buy
120,071
+20,804
+21% +$245K 0.18% 135
2022
Q1
$1.17M Sell
99,267
-79,315
-44% -$937K 0.14% 151
2021
Q4
$1.88M Buy
178,582
+107,604
+152% +$1.14M 0.21% 117
2021
Q3
$769K Buy
70,978
+14,697
+26% +$159K 0.12% 184
2021
Q2
$644K Buy
56,281
+7,587
+16% +$86.8K 0.13% 177
2021
Q1
$600K Buy
+48,694
New +$600K 0.13% 167