Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-18,893
Closed -$194K 284
2021
Q4
$194K Buy
+18,893
New +$194K 0.15% 132
2021
Q1
Sell
-15,117
Closed -$171K 185
2020
Q4
$171K Buy
+15,117
New +$171K 0.14% 144
2020
Q3
Sell
-45,656
Closed -$129K 157
2020
Q2
$129K Hold
45,656
0.1% 127
2020
Q1
$155K Sell
45,656
-17
-0% -$58 0.19% 100
2019
Q4
$352K Sell
45,673
-834
-2% -$6.43K 0.26% 94
2019
Q3
$541K Buy
46,507
+9,238
+25% +$107K 0.45% 68
2019
Q2
$380K Buy
+37,269
New +$380K 0.24% 80