Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-6,972
Closed -$200K 857
2022
Q1
$200K Buy
+6,972
New +$200K 0.01% 843
2021
Q3
Sell
-11,277
Closed -$200K 820
2021
Q2
$200K Sell
11,277
-230
-2% -$4.08K 0.01% 806
2021
Q1
$266K Buy
11,507
+110
+1% +$2.54K 0.02% 672
2020
Q4
$182K Sell
11,397
-384
-3% -$6.13K 0.01% 718
2020
Q3
$104K Sell
11,781
-735
-6% -$6.49K 0.01% 676
2020
Q2
$151K Buy
+12,516
New +$151K 0.01% 651
2019
Q2
Sell
-6,816
Closed -$251K 657
2019
Q1
$251K Buy
+6,816
New +$251K 0.03% 505