Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-66,549
Closed -$1.57M 520
2022
Q2
$1.57M Buy
+66,549
New +$1.57M 0.36% 99
2021
Q1
Sell
-6,816
Closed -$213K 592
2020
Q4
$213K Sell
6,816
-17,058
-71% -$533K 0.03% 433
2020
Q3
$638K Buy
+23,874
New +$638K 0.08% 307
2019
Q2
Sell
-7,007
Closed -$290K 575
2019
Q1
$290K Buy
+7,007
New +$290K 0.02% 442
2018
Q4
Sell
-13,699
Closed -$504K 580
2018
Q3
$504K Buy
+13,699
New +$504K 0.09% 284
2018
Q2
Sell
-9,735
Closed -$328K 562
2018
Q1
$328K Buy
+9,735
New +$328K 0.04% 463
2017
Q4
Sell
-68,191
Closed -$2.33M 632
2017
Q3
$2.33M Buy
+68,191
New +$2.33M 0.18% 216