Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$233K Sell
3,290
-405
-11% -$28.7K 0.02% 294
2022
Q2
$313K Buy
3,695
+429
+13% +$36.3K 0.03% 303
2022
Q1
$267K Sell
3,266
-143
-4% -$11.7K 0.02% 293
2021
Q4
$268K Hold
3,409
0.02% 294
2021
Q3
$268K Sell
3,409
-37
-1% -$2.91K 0.02% 246
2021
Q2
$268K Buy
3,446
+41
+1% +$3.19K 0.02% 258
2021
Q1
$268K Sell
3,405
-362
-10% -$28.5K 0.02% 277
2020
Q4
$280K Buy
3,767
+542
+17% +$40.3K 0.03% 258
2020
Q3
$201K Buy
+3,225
New +$201K 0.02% 265
2020
Q1
Sell
-3,313
Closed -$283K 277
2019
Q4
$283K Buy
3,313
+433
+15% +$37K 0.03% 230
2019
Q3
$229K Buy
+2,880
New +$229K 0.03% 250
2018
Q4
Sell
-2,823
Closed -$207K 289
2018
Q3
$207K Sell
2,823
-6,285
-69% -$461K 0.03% 283
2018
Q2
$622K Sell
9,108
-2,944
-24% -$201K 0.09% 150
2018
Q1
$723K Buy
+12,052
New +$723K 0.11% 141