Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$247K Buy
+16,071
New +$247K 0.03% 116
2020
Q1
Sell
-8,194
Closed -$242K 92
2019
Q4
$242K Buy
+8,194
New +$242K 0.05% 87
2019
Q2
Sell
-12,187
Closed -$289K 93
2019
Q1
$289K Sell
12,187
-2,619
-18% -$62.1K 0.06% 77
2018
Q4
$319K Buy
14,806
+359
+2% +$7.74K 0.07% 75
2018
Q3
$366K Sell
14,447
-102
-0.7% -$2.58K 0.08% 69
2018
Q2
$353K Sell
14,549
-8,309
-36% -$202K 0.08% 68
2018
Q1
$615K Sell
22,858
-989
-4% -$26.6K 0.14% 56
2017
Q4
$700K Sell
23,847
-1,546
-6% -$45.4K 0.16% 56
2017
Q3
$751K Buy
+25,393
New +$751K 0.18% 54
2017
Q2
Sell
-6,885
Closed -$216K 42
2017
Q1
$216K Sell
6,885
-913
-12% -$28.6K 0.12% 34
2016
Q4
$251K Buy
+7,798
New +$251K 0.14% 31