Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$283K Buy
2,109
+261
+14% +$35K 0.03% 112
2022
Q2
$283K Buy
1,848
+224
+14% +$34.3K 0.03% 112
2022
Q1
$263K Sell
1,624
-45
-3% -$7.29K 0.03% 113
2021
Q4
$226K Buy
+1,669
New +$226K 0.02% 120
2018
Q4
Sell
-2,479
Closed -$234K 92
2018
Q3
$234K Buy
2,479
+139
+6% +$13.1K 0.05% 86
2018
Q2
$217K Sell
2,340
-260
-10% -$24.1K 0.05% 86
2018
Q1
$246K Buy
+2,600
New +$246K 0.06% 101