Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,996
Closed -$107K 1088
2022
Q2
$107K Buy
+3,996
New +$107K 0.02% 320
2020
Q1
Sell
-13,838
Closed -$333K 335
2019
Q4
$333K Sell
13,838
-300
-2% -$7.22K 0.05% 250
2019
Q3
$278K Sell
14,138
-126
-0.9% -$2.48K 0.04% 272
2019
Q2
$286K Buy
14,264
+461
+3% +$9.24K 0.04% 284
2019
Q1
$260K Buy
+13,803
New +$260K 0.03% 281