Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,094
Closed -$112K 482
2022
Q1
$112K Hold
3,094
0.04% 255
2021
Q4
$117K Hold
3,094
0.04% 257
2021
Q3
$85K Hold
3,094
0.03% 300
2021
Q2
$93K Hold
3,094
0.03% 285
2021
Q1
$98K Buy
3,094
+571
+23% +$18.1K 0.04% 263
2020
Q4
$62K Hold
2,523
0.03% 288
2020
Q3
$48K Hold
2,523
0.02% 306
2020
Q2
$44K Sell
2,523
-37
-1% -$645 0.02% 292
2020
Q1
$44K Buy
2,560
+37
+1% +$636 0.03% 275
2019
Q4
$52K Hold
2,523
0.03% 284
2019
Q3
$48K Buy
2,523
+82
+3% +$1.56K 0.03% 288
2019
Q2
$51K Sell
2,441
-2,000
-45% -$41.8K 0.03% 280
2019
Q1
$86K Hold
4,441
0.05% 206
2018
Q4
$91K Hold
4,441
0.07% 187
2018
Q3
$106K Hold
4,441
0.07% 189
2018
Q2
$101K Sell
4,441
-330
-7% -$7.51K 0.07% 190
2018
Q1
$105K Buy
+4,771
New +$105K 0.08% 191