Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$588K Buy
48,470
+3,720
+8% +$45.1K 0.07% 127
2022
Q2
$678K Buy
44,750
+1,350
+3% +$20.5K 0.08% 117
2022
Q1
$1.18M Sell
43,400
-17,250
-28% -$471K 0.13% 91
2021
Q4
$1.78M Sell
60,650
-9,120
-13% -$268K 0.19% 77
2021
Q3
$1.45M Buy
69,770
+810
+1% +$16.8K 0.16% 82
2021
Q2
$1.38M Buy
68,960
+4,240
+7% +$84.8K 0.15% 83
2021
Q1
$864K Buy
64,720
+26,000
+67% +$347K 0.1% 101
2020
Q4
$506K Sell
38,720
-45,120
-54% -$590K 0.07% 113
2020
Q3
$1.13M Buy
83,840
+24,800
+42% +$335K 0.19% 72
2020
Q2
$561K Buy
59,040
+1,680
+3% +$16K 0.1% 104
2020
Q1
$378K Buy
57,360
+1,320
+2% +$8.7K 0.07% 118
2019
Q4
$330K Sell
56,040
-440
-0.8% -$2.59K 0.05% 142
2019
Q3
$246K Buy
56,480
+440
+0.8% +$1.92K 0.04% 159
2019
Q2
$230K Buy
+56,040
New +$230K 0.04% 168