Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-6,157
Closed -$281K 1085
2022
Q2
$281K Sell
6,157
-63
-1% -$2.88K ﹤0.01% 865
2022
Q1
$377K Buy
+6,220
New +$377K ﹤0.01% 533
2021
Q1
Sell
-6,296
Closed -$333K 881
2020
Q4
$333K Sell
6,296
-191
-3% -$10.1K ﹤0.01% 644
2020
Q3
$257K Buy
6,487
+1,329
+26% +$52.7K ﹤0.01% 731
2020
Q2
$279K Sell
5,158
-573
-10% -$31K ﹤0.01% 580
2020
Q1
$228K Buy
+5,731
New +$228K ﹤0.01% 662
2019
Q1
Sell
-15,068
Closed -$511K 907
2018
Q4
$511K Sell
15,068
-613
-4% -$20.8K ﹤0.01% 472
2018
Q3
$490K Sell
15,681
-1,021
-6% -$31.9K ﹤0.01% 647
2018
Q2
$443K Sell
16,702
-788
-5% -$20.9K ﹤0.01% 696
2018
Q1
$453K Buy
+17,490
New +$453K ﹤0.01% 697