Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$374K Sell
1,944
-405
-17% -$77.9K 0.03% 276
2022
Q1
$514K Sell
2,349
-1,637
-41% -$358K 0.03% 257
2021
Q4
$1.21M Buy
3,986
+321
+9% +$97.4K 0.08% 130
2021
Q3
$1.04M Buy
3,665
+221
+6% +$62.8K 0.07% 130
2021
Q2
$852K Buy
3,444
+246
+8% +$60.9K 0.06% 147
2021
Q1
$697K Buy
3,198
+88
+3% +$19.2K 0.06% 162
2020
Q4
$882K Buy
3,110
+83
+3% +$23.5K 0.08% 112
2020
Q3
$687K Buy
3,027
+177
+6% +$40.2K 0.07% 122
2020
Q2
$539K Buy
2,850
+746
+35% +$141K 0.06% 147
2020
Q1
$302K Buy
+2,104
New +$302K 0.04% 211