Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$2.81M Sell
6,571
-295
-4% -$126K 0.01% 237
2023
Q1
$2.44M Sell
6,866
-128
-2% -$45.6K 0.01% 238
2022
Q4
$2.62M Sell
6,994
-533
-7% -$200K 0.01% 228
2022
Q3
$2.56M Buy
7,527
+7
+0.1% +$2.38K 0.01% 224
2022
Q2
$2.45M Buy
+7,520
New +$2.45M 0.01% 230
2019
Q4
Sell
-20,024
Closed -$2.74M 299
2019
Q3
$2.74M Sell
20,024
-1,106
-5% -$151K 0.01% 208
2019
Q2
$2.84M Sell
21,130
-1,052
-5% -$141K 0.02% 192
2019
Q1
$2.6M Sell
22,182
-1,614
-7% -$189K 0.02% 197
2018
Q4
$2.63M Sell
23,796
-86
-0.4% -$9.5K 0.01% 196
2018
Q3
$3.17M Sell
23,882
-1,162
-5% -$154K 0.02% 193
2018
Q2
$3.34M Sell
25,044
-1,463
-6% -$195K 0.02% 188
2018
Q1
$3.73M Sell
26,507
-799
-3% -$113K 0.02% 176
2017
Q4
$4.26M Sell
27,306
-1,158
-4% -$181K 0.02% 170
2017
Q3
$4.37M Sell
28,464
-287
-1% -$44.1K 0.03% 163
2017
Q2
$4.73M Buy
+28,751
New +$4.73M 0.03% 148