Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$331K Buy
3,801
+501
+15% +$43.6K 0.09% 179
2022
Q4
$268K Sell
3,300
-1,750
-35% -$142K 0.07% 172
2022
Q3
$321K Sell
5,050
-6,550
-56% -$416K 0.09% 159
2022
Q2
$936K Sell
11,600
-8,405
-42% -$678K 0.25% 89
2022
Q1
$1.95M Buy
20,005
+580
+3% +$56.6K 0.47% 57
2021
Q4
$2.51M Buy
19,425
+5,200
+37% +$672K 0.54% 57
2021
Q3
$1.57M Sell
14,225
-2,535
-15% -$279K 0.35% 79
2021
Q2
$1.98M Buy
16,760
+3,000
+22% +$354K 0.44% 66
2021
Q1
$1.49M Buy
+13,760
New +$1.49M 0.36% 79