Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,963
Closed -$245K 260
2022
Q1
$245K Hold
1,963
0.02% 246
2021
Q4
$292K Buy
+1,963
New +$292K 0.03% 236
2021
Q1
Sell
-2,653
Closed -$388K 239
2020
Q4
$388K Buy
+2,653
New +$388K 0.05% 175
2019
Q3
Sell
-1,810
Closed -$263K 193
2019
Q2
$263K Hold
1,810
0.04% 165
2019
Q1
$314K Hold
1,810
0.05% 146
2018
Q4
$288K Buy
+1,810
New +$288K 0.05% 146
2018
Q3
Sell
-1,654
Closed -$274K 179
2018
Q2
$274K Hold
1,654
0.06% 125
2018
Q1
$303K Buy
1,654
+613
+59% +$112K 0.05% 160
2017
Q4
$205K Buy
+1,041
New +$205K 0.04% 167
2017
Q3
Sell
-1,170
Closed -$203K 172
2017
Q2
$203K Buy
+1,170
New +$203K 0.04% 171