Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-23,423
Closed -$64K 176
2022
Q1
$64K Buy
23,423
+3,713
+19% +$10.1K 0.02% 186
2021
Q4
$226K Buy
19,710
+2,790
+16% +$32K 0.06% 187
2021
Q3
$315K Buy
16,920
+890
+6% +$16.6K 0.09% 183
2021
Q2
$361K Buy
16,030
+690
+4% +$15.5K 0.1% 181
2021
Q1
$427K Buy
15,340
+2,790
+22% +$77.7K 0.13% 168
2020
Q4
$314K Buy
12,550
+2,640
+27% +$66.1K 0.1% 183
2020
Q3
$300K Buy
+9,910
New +$300K 0.11% 168