Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-11,182
Closed -$189K 399
2022
Q2
$189K Buy
+11,182
New +$189K 0.08% 189
2021
Q3
Sell
-7,792
Closed -$264K 413
2021
Q2
$264K Sell
7,792
-15,542
-67% -$527K 0.03% 193
2021
Q1
$747K Sell
23,334
-31,519
-57% -$1.01M 0.12% 122
2020
Q4
$2.08M Buy
54,853
+5,125
+10% +$195K 0.21% 119
2020
Q3
$1.02M Buy
49,728
+650
+1% +$13.4K 0.1% 180
2020
Q2
$1.1M Buy
+49,078
New +$1.1M 0.07% 186