Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$259K Sell
31,808
-295
-0.9% -$2.4K 0.02% 273
2022
Q2
$291K Sell
32,103
-40,410
-56% -$366K 0.03% 317
2022
Q1
$996K Buy
72,513
+12,399
+21% +$170K 0.07% 138
2021
Q4
$1.45M Hold
60,114
0.11% 114
2021
Q3
$1.45M Buy
60,114
+6,424
+12% +$154K 0.13% 91
2021
Q2
$1.42M Buy
53,690
+24,645
+85% +$650K 0.11% 97
2021
Q1
$676K Buy
29,045
+15,832
+120% +$368K 0.06% 182
2020
Q4
$311K Buy
+13,213
New +$311K 0.03% 247