Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$89.9K Buy
2,689
+21
+0.8% +$702 0.02% 165
2023
Q1
$87.2K Sell
2,668
-521
-16% -$17K 0.02% 162
2022
Q4
$82.2K Buy
3,189
+1
+0% +$26 0.02% 124
2022
Q3
$82K Buy
3,188
+23
+0.7% +$592 0.02% 124
2022
Q2
$118K Sell
3,165
-44
-1% -$1.64K 0.03% 99
2022
Q1
$159K Buy
3,209
+76
+2% +$3.77K 0.04% 94
2021
Q4
$161K Buy
3,133
+22
+0.7% +$1.13K 0.04% 96
2021
Q3
$166K Sell
3,111
-3,092
-50% -$165K 0.04% 87
2021
Q2
$348K Buy
6,203
+31
+0.5% +$1.74K 0.08% 51
2021
Q1
$395K Buy
6,172
+28
+0.5% +$1.79K 0.1% 40
2020
Q4
$306K Sell
6,144
-900
-13% -$44.8K 0.08% 50
2020
Q3
$368K Sell
7,044
-801
-10% -$41.8K 0.11% 37
2020
Q2
$464K Sell
7,845
-117
-1% -$6.92K 0.14% 28
2020
Q1
$430K Sell
7,962
-744
-9% -$40.2K 0.13% 29
2019
Q4
$521K Sell
8,706
-1,097
-11% -$65.6K 0.16% 41
2019
Q3
$505K Sell
9,803
-312
-3% -$16.1K 0.17% 43
2019
Q2
$484K Sell
10,115
-200
-2% -$9.57K 0.18% 44
2019
Q1
$554K Sell
10,315
-438
-4% -$23.5K 0.24% 43
2018
Q4
$505K Buy
+10,753
New +$505K 0.29% 45