Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$498K Sell
9,844
-258
-3% -$13.1K 0.04% 239
2022
Q1
$661K Sell
10,102
-92
-0.9% -$6.02K 0.04% 218
2021
Q4
$770K Sell
10,194
-24
-0.2% -$1.81K 0.05% 187
2021
Q3
$685K Hold
10,218
0.05% 181
2021
Q2
$693K Sell
10,218
-10
-0.1% -$678 0.05% 173
2021
Q1
$654K Sell
10,228
-19
-0.2% -$1.22K 0.05% 172
2020
Q4
$554K Sell
10,247
-2,775
-21% -$150K 0.05% 176
2020
Q3
$511K Buy
13,022
+1,909
+17% +$74.9K 0.05% 162
2020
Q2
$435K Buy
11,113
+4,137
+59% +$162K 0.05% 198
2020
Q1
$236K Buy
+6,976
New +$236K 0.03% 266