Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-20,541
Closed -$1.37M 102
2021
Q4
$1.37M Sell
20,541
-284
-1% -$18.9K 0.49% 52
2021
Q3
$1.45M Sell
20,825
-1,805
-8% -$126K 0.56% 49
2021
Q2
$1.59M Sell
22,630
-981
-4% -$68.9K 0.6% 46
2021
Q1
$1.45M Buy
23,611
+706
+3% +$43.2K 0.57% 57
2020
Q4
$1.15M Buy
22,905
+50
+0.2% +$2.51K 0.51% 61
2020
Q3
$1.19M Sell
22,855
-583
-2% -$30.4K 0.63% 54
2020
Q2
$1.23M Sell
23,438
-866
-4% -$45.4K 0.6% 53
2020
Q1
$731K Buy
24,304
+1,487
+7% +$44.7K 0.46% 61
2019
Q4
$824K Sell
22,817
-816
-3% -$29.5K 0.41% 60
2019
Q3
$921K Sell
23,633
-32
-0.1% -$1.25K 0.5% 56
2019
Q2
$935K Buy
+23,665
New +$935K 0.52% 56