Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$133K Sell
13,361
-1,795
-12% -$17.9K ﹤0.01% 557
2023
Q1
$146K Sell
15,156
-3,702
-20% -$35.6K ﹤0.01% 551
2022
Q4
$210K Buy
18,858
+2,851
+18% +$31.7K ﹤0.01% 535
2022
Q3
$136K Sell
16,007
-3,561
-18% -$30.3K ﹤0.01% 552
2022
Q2
$205K Sell
19,568
-2,615
-12% -$27.4K ﹤0.01% 567
2022
Q1
$241K Sell
22,183
-6,964
-24% -$75.7K ﹤0.01% 362
2021
Q4
$395K Sell
29,147
-2,806
-9% -$38K ﹤0.01% 346
2021
Q3
$432K Sell
31,953
-6,783
-18% -$91.7K ﹤0.01% 352
2021
Q2
$554K Sell
38,736
-5,436
-12% -$77.7K ﹤0.01% 349
2021
Q1
$616K Sell
44,172
-23,939
-35% -$334K ﹤0.01% 329
2020
Q4
$1.28M Buy
+68,111
New +$1.28M ﹤0.01% 276