Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$900K Buy
21,473
+757
+4% +$31.7K 0.35% 80
2023
Q2
$951K Buy
+20,716
New +$951K 0.35% 74
2021
Q3
Sell
-10,027
Closed -$587K 153
2021
Q2
$587K Buy
10,027
+731
+8% +$42.8K 0.13% 148
2021
Q1
$524K Sell
9,296
-762
-8% -$43K 0.16% 120
2020
Q4
$487K Buy
10,058
+3,690
+58% +$179K 0.15% 142
2020
Q3
$286K Buy
+6,368
New +$286K 0.12% 155