Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$274K Buy
4,684
+235
+5% +$13.7K 0.52% 32
2022
Q2
$272K Sell
4,449
-1,449
-25% -$88.6K 0.47% 34
2022
Q1
$438K Buy
5,898
+773
+15% +$57.4K 0.35% 27
2021
Q4
$396K Buy
5,125
+104
+2% +$8.04K 0.3% 29
2021
Q3
$350K Buy
5,021
+307
+7% +$21.4K 0.29% 33
2021
Q2
$321K Buy
4,714
+31
+0.7% +$2.11K 0.24% 36
2021
Q1
$260K Sell
4,683
-773
-14% -$42.9K 0.2% 39
2020
Q4
$262K Buy
+5,456
New +$262K 0.21% 37