Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$461K Sell
6,729
-760
-10% -$52.1K 0.04% 199
2022
Q2
$612K Buy
7,489
+352
+5% +$28.8K 0.05% 202
2022
Q1
$744K Sell
7,137
-237
-3% -$24.7K 0.05% 172
2021
Q4
$823K Hold
7,374
0.06% 178
2021
Q3
$823K Buy
7,374
+48
+0.7% +$5.36K 0.08% 142
2021
Q2
$880K Sell
7,326
-7,185
-50% -$863K 0.07% 146
2021
Q1
$1.72M Sell
14,511
-4,296
-23% -$508K 0.15% 95
2020
Q4
$2.05M Sell
18,807
-245
-1% -$26.7K 0.19% 86
2020
Q3
$1.55M Sell
19,052
-5,379
-22% -$436K 0.16% 93
2020
Q2
$1.39M Sell
24,431
-261
-1% -$14.8K 0.16% 94
2020
Q1
$1.18M Buy
24,692
+233
+1% +$11.1K 0.17% 96
2019
Q4
$1.42M Hold
24,459
0.17% 90
2019
Q3
$1.14M Buy
24,459
+170
+0.7% +$7.9K 0.15% 101
2019
Q2
$951K Sell
24,289
-205
-0.8% -$8.03K 0.13% 114
2019
Q1
$1M Sell
24,494
-995
-4% -$40.7K 0.14% 104
2018
Q4
$941K Hold
25,489
0.15% 100
2018
Q3
$1.13M Buy
25,489
+364
+1% +$16.1K 0.16% 99
2018
Q2
$919K Sell
25,125
-178
-0.7% -$6.51K 0.14% 117
2018
Q1
$1.11M Buy
+25,303
New +$1.11M 0.17% 104