Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,103
Closed -$90K 948
2022
Q2
$90K Buy
+1,103
New +$90K 0.02% 347
2020
Q1
Sell
-4,327
Closed -$251K 325
2019
Q4
$251K Sell
4,327
-938
-18% -$54.4K 0.04% 288
2019
Q3
$245K Sell
5,265
-1,023
-16% -$47.6K 0.04% 289
2019
Q2
$246K Hold
6,288
0.03% 300
2019
Q1
$258K Sell
6,288
-32
-0.5% -$1.31K 0.03% 284
2018
Q4
$233K Hold
6,320
0.04% 267
2018
Q3
$279K Buy
6,320
+10
+0.2% +$441 0.04% 261
2018
Q2
$231K Hold
6,310
0.04% 254
2018
Q1
$276K Buy
6,310
+32
+0.5% +$1.4K 0.04% 242
2017
Q4
$249K Buy
+6,278
New +$249K 0.04% 272