Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$411K Buy
4,049
+1,449
+56% +$147K 0.16% 149
2023
Q2
$274K Buy
2,600
+361
+16% +$38.1K 0.1% 199
2023
Q1
$259K Buy
+2,239
New +$259K 0.1% 198
2021
Q3
Sell
-4,953
Closed -$386K 231
2021
Q2
$386K Buy
4,953
+396
+9% +$30.9K 0.08% 208
2021
Q1
$320K Sell
4,557
-5,122
-53% -$360K 0.09% 194
2020
Q4
$712K Buy
9,679
+1,223
+14% +$90K 0.22% 110
2020
Q3
$646K Buy
+8,456
New +$646K 0.26% 92