Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-304
Closed -$61K 916
2022
Q2
$61K Buy
+304
New +$61K 0.01% 409
2022
Q1
Sell
-2,018
Closed -$540K 312
2021
Q4
$540K Sell
2,018
-425
-17% -$114K 0.08% 201
2021
Q3
$644K Hold
2,443
0.08% 177
2021
Q2
$634K Sell
2,443
-60
-2% -$15.6K 0.08% 180
2021
Q1
$610K Sell
2,503
-64
-2% -$15.6K 0.08% 176
2020
Q4
$629K Buy
2,567
+100
+4% +$24.5K 0.09% 164
2020
Q3
$514K Sell
2,467
-92
-4% -$19.2K 0.08% 173
2020
Q2
$461K Buy
2,559
+231
+10% +$41.6K 0.08% 175
2020
Q1
$388K Buy
+2,328
New +$388K 0.07% 206