Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$373K Sell
7,941
-591
-7% -$27.8K ﹤0.01% 443
2023
Q1
$421K Buy
8,532
+147
+2% +$7.26K ﹤0.01% 426
2022
Q4
$374K Sell
8,385
-914
-10% -$40.7K ﹤0.01% 447
2022
Q3
$407K Sell
9,299
-342
-4% -$15K ﹤0.01% 422
2022
Q2
$456K Sell
9,641
-967
-9% -$45.7K ﹤0.01% 421
2022
Q1
$609K Sell
10,608
-452
-4% -$25.9K ﹤0.01% 331
2021
Q4
$501K Sell
11,060
-366
-3% -$16.6K ﹤0.01% 337
2021
Q3
$462K Sell
11,426
-140
-1% -$5.66K ﹤0.01% 348
2021
Q2
$443K Sell
11,566
-3,007
-21% -$115K ﹤0.01% 361
2021
Q1
$525K Sell
14,573
-452
-3% -$16.3K ﹤0.01% 335
2020
Q4
$477K Buy
+15,025
New +$477K ﹤0.01% 330
2019
Q2
Sell
-15,208
Closed -$374K 296
2019
Q1
$374K Sell
15,208
-3,756
-20% -$92.4K ﹤0.01% 316
2018
Q4
$522K Sell
18,964
-5,427
-22% -$149K ﹤0.01% 302
2018
Q3
$710K Buy
24,391
+3,842
+19% +$112K ﹤0.01% 295
2018
Q2
$585K Buy
20,549
+1,812
+10% +$51.6K ﹤0.01% 306
2018
Q1
$449K Sell
18,737
-252
-1% -$6.04K ﹤0.01% 340
2017
Q4
$521K Sell
18,989
-13,585
-42% -$373K ﹤0.01% 353
2017
Q3
$653K Sell
32,574
-107,443
-77% -$2.15M ﹤0.01% 338
2017
Q2
$3.27M Buy
+140,017
New +$3.27M 0.02% 193