Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,804
Closed -$348K 247
2022
Q1
$348K Sell
2,804
-227
-7% -$28.2K 0.02% 202
2021
Q4
$664K Sell
3,031
-245
-7% -$53.7K 0.02% 156
2021
Q3
$681K Buy
3,276
+174
+6% +$36.2K 0.03% 151
2021
Q2
$639K Buy
3,102
+220
+8% +$45.3K 0.03% 158
2021
Q1
$581K Buy
2,882
+976
+51% +$197K 0.02% 164
2020
Q4
$339K Sell
1,906
-319
-14% -$56.7K 0.02% 194
2020
Q3
$271K Buy
+2,225
New +$271K 0.01% 200