Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$2.47M Sell
24,648
-845
-3% -$84.7K 0.42% 69
2022
Q3
$2.36M Sell
25,493
-341
-1% -$31.5K 0.42% 71
2022
Q2
$2.8M Sell
25,834
-126
-0.5% -$13.6K 0.5% 60
2022
Q1
$3.23M Sell
25,960
-488
-2% -$60.8K 0.49% 61
2021
Q4
$3.93M Buy
26,448
+79
+0.3% +$11.7K 0.58% 50
2021
Q3
$3.87M Buy
26,369
+696
+3% +$102K 0.63% 49
2021
Q2
$4.26M Buy
25,673
+166
+0.7% +$27.6K 0.69% 46
2021
Q1
$4.11M Sell
25,507
-135
-0.5% -$21.7K 0.69% 46
2020
Q4
$3.75M Sell
25,642
-336
-1% -$49.1K 0.66% 48
2020
Q3
$3.48M Sell
25,978
-77
-0.3% -$10.3K 0.62% 49
2020
Q2
$3.4M Buy
+26,055
New +$3.4M 0.62% 46