Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$347K Buy
7,970
+1,594
+25% +$69.4K 0.03% 422
2022
Q2
$347K Sell
6,376
-666
-9% -$36.2K 0.03% 433
2022
Q1
$383K Buy
7,042
+428
+6% +$23.3K 0.03% 451
2021
Q4
$365K Buy
6,614
+1,984
+43% +$109K 0.02% 455
2021
Q3
$221K Buy
+4,630
New +$221K 0.02% 605
2020
Q1
Sell
-4,708
Closed -$277K 441
2019
Q4
$277K Buy
4,708
+426
+10% +$25.1K 0.04% 374
2019
Q3
$228K Buy
+4,282
New +$228K 0.03% 383