Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$161K Sell
10,235
-12
-0.1% -$189 0.04% 239
2022
Q2
$223K Sell
10,247
-35
-0.3% -$762 0.05% 233
2022
Q1
$216K Buy
10,282
+580
+6% +$12.2K 0.04% 251
2021
Q4
$307K Hold
9,702
0.04% 260
2021
Q3
$346K Sell
9,702
-2,215
-19% -$79K 0.05% 230
2021
Q2
$634K Sell
11,917
-2,321
-16% -$123K 0.08% 179
2021
Q1
$555K Sell
14,238
-3,342
-19% -$130K 0.07% 186
2020
Q4
$857K Buy
17,580
+15
+0.1% +$731 0.12% 143
2020
Q3
$373K Buy
+17,565
New +$373K 0.06% 195