Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$509K Sell
17,822
-2,227
-11% -$63.6K 0.02% 637
2022
Q2
$568K Sell
20,049
-403
-2% -$11.4K 0.02% 609
2022
Q1
$601K Buy
20,452
+1,709
+9% +$50.2K 0.02% 662
2021
Q4
$499K Buy
18,743
+1,392
+8% +$37.1K 0.02% 741
2021
Q3
$474K Buy
17,351
+327
+2% +$8.94K 0.02% 737
2021
Q2
$450K Buy
17,024
+523
+3% +$13.8K 0.02% 759
2021
Q1
$402K Buy
16,501
+1,005
+6% +$24.5K 0.02% 742
2020
Q4
$318K Sell
15,496
-1,970
-11% -$40.4K 0.02% 712
2020
Q3
$305K Buy
17,466
+983
+6% +$17.2K 0.02% 649
2020
Q2
$384K Sell
16,483
-2,398
-13% -$55.9K 0.03% 528
2020
Q1
$461K Sell
18,881
-3,494
-16% -$85.2K 0.04% 389
2019
Q4
$844K Buy
22,375
+2,381
+12% +$89.9K 0.06% 307
2019
Q3
$760K Sell
19,994
-745
-4% -$28.3K 0.06% 298
2019
Q2
$850K Buy
20,739
+2,715
+15% +$111K 0.07% 266
2019
Q1
$775K Buy
18,024
+6,190
+52% +$266K 0.07% 257
2018
Q4
$435K Sell
11,834
-2,085
-15% -$76.6K 0.05% 309
2018
Q3
$613K Buy
13,919
+111
+0.8% +$4.89K 0.07% 266
2018
Q2
$593K Sell
13,808
-263
-2% -$11.3K 0.08% 253
2018
Q1
$530K Buy
14,071
+178
+1% +$6.71K 0.08% 244
2017
Q4
$535K Buy
+13,893
New +$535K 0.08% 235