Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-5,082
Closed -$220K 43
2022
Q1
$220K Sell
5,082
-1,550
-23% -$67.1K 0.21% 102
2021
Q4
$361K Buy
+6,632
New +$361K 0.27% 76
2020
Q3
$439K Sell
8,002
-126
-2% -$6.91K 0.53% 36
2020
Q2
$363K Buy
8,128
+309
+4% +$13.8K 0.47% 41
2020
Q1
$293K Buy
7,819
+5,117
+189% +$192K 0.45% 46
2019
Q4
$78K Sell
2,702
-1,798
-40% -$51.9K 0.07% 179
2019
Q3
$110K Buy
4,500
+2,400
+114% +$58.7K 0.1% 144
2019
Q2
$74K Buy
+2,100
New +$74K 0.07% 167