Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-361
Closed -$45K 289
2022
Q1
$45K Buy
+361
New +$45K 0.02% 168
2020
Q3
Sell
-1,746
Closed -$228K 96
2020
Q2
$228K Sell
1,746
-596
-25% -$77.8K 0.14% 85
2020
Q1
$267K Buy
2,342
+6
+0.3% +$684 0.2% 74
2019
Q4
$345K Buy
2,336
+72
+3% +$10.6K 0.21% 74
2019
Q3
$311K Sell
2,264
-2,046
-47% -$281K 0.22% 70
2019
Q2
$625K Buy
4,310
+95
+2% +$13.8K 0.44% 51
2019
Q1
$732K Buy
4,215
+820
+24% +$142K 0.55% 46
2018
Q4
$541K Sell
3,395
-191
-5% -$30.4K 0.48% 50
2018
Q3
$632K Sell
3,586
-35
-1% -$6.17K 0.48% 46
2018
Q2
$596K Buy
3,621
+7
+0.2% +$1.15K 0.47% 49
2018
Q1
$663K Sell
3,614
-10
-0.3% -$1.84K 0.54% 44
2017
Q4
$713K Buy
+3,624
New +$713K 0.59% 41