Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-6,260
Closed -$296K 248
2022
Q2
$296K Sell
6,260
-3,534
-36% -$167K 0.02% 208
2022
Q1
$562K Sell
9,794
-10,726
-52% -$615K 0.03% 187
2021
Q4
$929K Sell
20,520
-47
-0.2% -$2.13K 0.05% 149
2021
Q3
$832K Sell
20,567
-224
-1% -$9.06K 0.05% 160
2021
Q2
$797K Sell
20,791
-3,650
-15% -$140K 0.04% 170
2021
Q1
$880K Sell
24,441
-3,451
-12% -$124K 0.05% 159
2020
Q4
$886K Sell
27,892
-1,181
-4% -$37.5K 0.06% 156
2020
Q3
$986K Buy
29,073
+352
+1% +$11.9K 0.07% 133
2020
Q2
$972K Buy
28,721
+221
+0.8% +$7.48K 0.07% 131
2020
Q1
$858K Buy
28,500
+762
+3% +$22.9K 0.08% 144
2019
Q4
$804K Sell
27,738
-1,510
-5% -$43.8K 0.06% 184
2019
Q3
$754K Sell
29,248
-9,222
-24% -$238K 0.06% 179
2019
Q2
$835K Buy
38,470
+935
+2% +$20.3K 0.06% 173
2019
Q1
$923K Buy
37,535
+679
+2% +$16.7K 0.07% 166
2018
Q4
$1.01M Sell
36,856
-2,630
-7% -$72.4K 0.09% 143
2018
Q3
$1.15M Buy
39,486
+5,830
+17% +$170K 0.09% 153
2018
Q2
$958K Buy
33,656
+734
+2% +$20.9K 0.08% 157
2018
Q1
$788K Buy
32,922
+3,330
+11% +$79.7K 0.07% 183
2017
Q4
$812K Buy
29,592
+5,005
+20% +$137K 0.07% 187
2017
Q3
$493K Buy
24,587
+3,715
+18% +$74.5K 0.04% 233
2017
Q2
$487K Buy
20,872
+509
+2% +$11.9K 0.04% 223
2017
Q1
$601K Buy
20,363
+3,240
+19% +$95.6K 0.05% 205
2016
Q4
$591K Sell
17,123
-6,370
-27% -$220K 0.05% 207
2016
Q3
$697K Sell
23,493
-6,585
-22% -$195K 0.06% 192
2016
Q2
$1.11M Sell
30,078
-7,290
-20% -$268K 0.12% 141
2016
Q1
$1.43M Sell
37,368
-1,310
-3% -$50.1K 0.15% 113
2015
Q4
$1.62M Sell
38,678
-11,630
-23% -$487K 0.19% 117
2015
Q3
$1.81M Buy
50,308
+11,880
+31% +$428K 0.21% 103
2015
Q2
$1.39M Buy
38,428
+14,518
+61% +$527K 0.15% 139
2015
Q1
$916K Sell
23,910
-17,600
-42% -$674K 0.09% 178
2014
Q4
$1.33M Buy
41,510
+2,640
+7% +$84.8K 0.12% 147
2014
Q3
$1.01M Buy
38,870
+10,400
+37% +$270K 0.09% 166
2014
Q2
$704K Sell
28,470
-59,822
-68% -$1.48M 0.07% 223
2014
Q1
$1.93M Sell
88,292
-4,570
-5% -$99.7K 0.19% 122
2013
Q4
$1.84M Sell
92,862
-1,728
-2% -$34.2K 0.19% 123
2013
Q3
$1.91M Buy
94,590
+3,910
+4% +$78.9K 0.2% 116
2013
Q2
$1.57M Buy
+90,680
New +$1.57M 0.17% 122