Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$979K Buy
6,156
+392
+7% +$62.3K ﹤0.01% 322
2023
Q1
$912K Sell
5,764
-366
-6% -$57.9K ﹤0.01% 329
2022
Q4
$860K Sell
6,130
-167
-3% -$23.4K ﹤0.01% 334
2022
Q3
$808K Sell
6,297
-143
-2% -$18.3K ﹤0.01% 333
2022
Q2
$908K Buy
+6,440
New +$908K ﹤0.01% 336
2018
Q2
Sell
-10,799
Closed -$1.44M 350
2018
Q1
$1.44M Sell
10,799
-1,385
-11% -$184K 0.01% 249
2017
Q4
$1.81M Sell
12,184
-1,462
-11% -$217K 0.01% 260
2017
Q3
$1.8M Sell
13,646
-378
-3% -$49.9K 0.01% 251
2017
Q2
$1.87M Buy
+14,024
New +$1.87M 0.01% 243