Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$508K Sell
9,751
-114
-1% -$5.94K ﹤0.01% 407
2023
Q1
$512K Sell
9,865
-52
-0.5% -$2.7K ﹤0.01% 400
2022
Q4
$499K Sell
9,917
-1,256
-11% -$63.2K ﹤0.01% 401
2022
Q3
$490K Buy
11,173
+156
+1% +$6.84K ﹤0.01% 406
2022
Q2
$505K Sell
11,017
-2,291
-17% -$105K ﹤0.01% 411
2022
Q1
$599K Buy
13,308
+1,219
+10% +$54.9K ﹤0.01% 334
2021
Q4
$641K Sell
12,089
-1,145
-9% -$60.7K ﹤0.01% 330
2021
Q3
$717K Sell
13,234
-235
-2% -$12.7K ﹤0.01% 323
2021
Q2
$788K Sell
13,469
-527
-4% -$30.8K ﹤0.01% 326
2021
Q1
$781K Sell
13,996
-2,484
-15% -$139K ﹤0.01% 319
2020
Q4
$994K Buy
+16,480
New +$994K ﹤0.01% 296