Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$226K Buy
19,171
+3,456
+22% +$40.7K 0.02% 738
2022
Q1
$186K Buy
15,715
+849
+6% +$10K 0.01% 850
2021
Q4
$157K Sell
14,866
-5,309
-26% -$56.1K 0.01% 845
2021
Q3
$218K Sell
20,175
-2,591
-11% -$28K 0.01% 743
2021
Q2
$260K Buy
22,766
+380
+2% +$4.34K 0.02% 702
2021
Q1
$276K Buy
22,386
+1,631
+8% +$20.1K 0.02% 662
2020
Q4
$246K Buy
20,755
+6,483
+45% +$76.8K 0.02% 642
2020
Q3
$148K Sell
14,272
-3,055
-18% -$31.7K 0.01% 649
2020
Q2
$206K Buy
+17,327
New +$206K 0.02% 623
2020
Q1
Sell
-10,227
Closed -$149K 708
2019
Q4
$149K Buy
+10,227
New +$149K 0.02% 611
2016
Q1
Sell
-12,231
Closed -$203K 421
2015
Q4
$203K Buy
12,231
+1,314
+12% +$21.8K 0.07% 312
2015
Q3
$165K Buy
+10,917
New +$165K 0.07% 295
2013
Q3
Sell
-10,015
Closed -$95K 224
2013
Q2
$95K Buy
+10,015
New +$95K 0.08% 203