Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$675K Sell
11,485
-1,447
-11% -$85.1K 0.08% 156
2022
Q3
$739K Sell
12,932
-250
-2% -$14.3K 0.1% 142
2022
Q2
$713K Sell
13,182
-532
-4% -$28.8K 0.09% 146
2022
Q1
$788K Sell
13,714
-4,797
-26% -$276K 0.08% 147
2021
Q4
$876K Sell
18,511
-3,356
-15% -$159K 0.08% 147
2021
Q3
$921K Sell
21,867
-29,872
-58% -$1.26M 0.1% 140
2021
Q2
$2.29M Sell
51,739
-304
-0.6% -$13.5K 0.23% 104
2021
Q1
$2.43M Buy
52,043
+614
+1% +$28.6K 0.27% 92
2020
Q4
$1.99M Sell
51,429
-786
-2% -$30.4K 0.23% 100
2020
Q3
$1.5M Sell
52,215
-71,170
-58% -$2.05M 0.2% 99
2020
Q2
$3.31M Buy
123,385
+17,417
+16% +$467K 0.45% 61
2020
Q1
$2.49M Buy
105,968
+6,860
+7% +$161K 0.39% 69
2019
Q4
$2.93M Sell
99,108
-25,052
-20% -$741K 0.34% 80
2019
Q3
$3.48M Buy
124,160
+356
+0.3% +$9.97K 0.42% 68
2019
Q2
$3.66M Buy
+123,804
New +$3.66M 0.43% 71