Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$214K Buy
9,440
+1,580
+20% +$35.8K 0.02% 757
2022
Q1
$211K Buy
+7,860
New +$211K 0.01% 813
2019
Q3
Sell
-8,324
Closed -$210K 667
2019
Q2
$210K Sell
8,324
-394
-5% -$9.94K 0.03% 590
2019
Q1
$223K Sell
8,718
-809
-8% -$20.7K 0.03% 558
2018
Q4
$207K Buy
9,527
+102
+1% +$2.22K 0.03% 536
2018
Q3
$279K Sell
9,425
-225
-2% -$6.66K 0.04% 478
2018
Q2
$242K Buy
9,650
+289
+3% +$7.25K 0.04% 479
2018
Q1
$222K Sell
9,361
-1,187
-11% -$28.2K 0.04% 492
2017
Q4
$297K Hold
10,548
0.05% 407
2017
Q3
$252K Buy
+10,548
New +$252K 0.05% 393
2016
Q3
Sell
-10,217
Closed -$130K 405
2016
Q2
$130K Buy
+10,217
New +$130K 0.05% 368