Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-10,659
Closed -$246K 1863
2022
Q2
$246K Buy
10,659
+461
+5% +$10.6K ﹤0.01% 1517
2022
Q1
$247K Sell
10,198
-2,162
-17% -$52.4K ﹤0.01% 1499
2021
Q4
$203K Sell
12,360
-72
-0.6% -$1.18K ﹤0.01% 1603
2021
Q3
$234K Sell
12,432
-1,841
-13% -$34.7K ﹤0.01% 1468
2021
Q2
$219K Buy
14,273
+1,827
+15% +$28K ﹤0.01% 1465
2021
Q1
$180K Sell
12,446
-1,800
-13% -$26K ﹤0.01% 1412
2020
Q4
$126K Sell
14,246
-2,433
-15% -$21.5K ﹤0.01% 1301
2020
Q3
$127K Buy
16,679
+995
+6% +$7.58K ﹤0.01% 1195
2020
Q2
$121K Buy
+15,684
New +$121K ﹤0.01% 1178