Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$224K Buy
+2,946
New +$224K 0.02% 743
2021
Q3
Sell
-2,398
Closed -$202K 828
2021
Q2
$202K Buy
+2,398
New +$202K 0.01% 803
2021
Q1
Sell
-2,644
Closed -$230K 810
2020
Q4
$230K Sell
2,644
-14
-0.5% -$1.22K 0.02% 666
2020
Q3
$239K Sell
2,658
-126
-5% -$11.3K 0.02% 586
2020
Q2
$289K Buy
+2,784
New +$289K 0.03% 528