Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$713K Buy
19,184
+1,413
+8% +$52.5K ﹤0.01% 370
2023
Q1
$678K Sell
17,771
-1,232
-6% -$47K ﹤0.01% 372
2022
Q4
$743K Sell
19,003
-2,366
-11% -$92.5K ﹤0.01% 360
2022
Q3
$793K Sell
21,369
-2,511
-11% -$93.2K ﹤0.01% 340
2022
Q2
$1.01M Buy
23,880
+2
+0% +$85 ﹤0.01% 325
2022
Q1
$1.08M Buy
23,878
+1,298
+6% +$58.7K ﹤0.01% 302
2021
Q4
$864K Sell
22,580
-1,994
-8% -$76.3K ﹤0.01% 315
2021
Q3
$978K Buy
24,574
+616
+3% +$24.5K ﹤0.01% 305
2021
Q2
$959K Sell
23,958
-509
-2% -$20.4K ﹤0.01% 315
2021
Q1
$891K Sell
24,467
-912
-4% -$33.2K ﹤0.01% 312
2020
Q4
$813K Sell
25,379
-3,688
-13% -$118K ﹤0.01% 307
2020
Q3
$849K Buy
29,067
+833
+3% +$24.3K ﹤0.01% 250
2020
Q2
$859K Sell
28,234
-4,161
-13% -$127K ﹤0.01% 245
2020
Q1
$942K Sell
32,395
-3,917
-11% -$114K 0.01% 230
2019
Q4
$1.45M Sell
36,312
-153
-0.4% -$6.09K 0.01% 243
2019
Q3
$1.28M Buy
36,465
+6,203
+20% +$218K 0.01% 242
2019
Q2
$1.09M Sell
30,262
-2,879
-9% -$104K 0.01% 236
2019
Q1
$1.2M Buy
33,141
+4,039
+14% +$146K 0.01% 252
2018
Q4
$905K Sell
29,102
-773
-3% -$24K 0.01% 266
2018
Q3
$965K Sell
29,875
-5,413
-15% -$175K 0.01% 286
2018
Q2
$1.26M Sell
35,288
-10,671
-23% -$381K 0.01% 257
2018
Q1
$1.45M Sell
45,959
-14,587
-24% -$459K 0.01% 248
2017
Q4
$2.37M Sell
60,546
-6,644
-10% -$260K 0.01% 229
2017
Q3
$2.81M Buy
67,190
+14,847
+28% +$621K 0.02% 212
2017
Q2
$2.08M Buy
+52,343
New +$2.08M 0.01% 230