Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-9,696
Closed -$363K 390
2022
Q3
$363K Sell
9,696
-1
-0% -$37 0.04% 364
2022
Q2
$364K Buy
+9,697
New +$364K 0.04% 360
2020
Q3
Sell
-9,490
Closed -$355K 318
2020
Q2
$355K Buy
9,490
+133
+1% +$4.97K 0.08% 263
2020
Q1
$342K Sell
9,357
-9,503
-50% -$347K 0.1% 263
2019
Q4
$792K Buy
18,860
+373
+2% +$15.7K 0.09% 266
2019
Q3
$791K Buy
18,487
+9,646
+109% +$413K 0.1% 263
2019
Q2
$397K Buy
8,841
+588
+7% +$26.4K 0.11% 249
2019
Q1
$375K Buy
8,253
+413
+5% +$18.8K 0.11% 249
2018
Q4
$311K Buy
+7,840
New +$311K 0.1% 261