Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-8,879
Closed -$276K 1762
2022
Q1
$276K Sell
8,879
-743
-8% -$23.1K ﹤0.01% 1644
2021
Q4
$314K Buy
9,622
+1,494
+18% +$48.8K ﹤0.01% 1433
2021
Q3
$40K Sell
8,128
-5,354
-40% -$26.3K ﹤0.01% 1556
2021
Q2
$360K Sell
13,482
-2,707
-17% -$72.3K ﹤0.01% 1421
2021
Q1
$407K Buy
16,189
+2,299
+17% +$57.8K ﹤0.01% 1319
2020
Q4
$343K Buy
13,890
+1,505
+12% +$37.2K ﹤0.01% 1305
2020
Q3
$277K Sell
12,385
-168
-1% -$3.76K ﹤0.01% 1234
2020
Q2
$296K Buy
12,553
+1,612
+15% +$38K ﹤0.01% 1197
2020
Q1
$236K Sell
10,941
-2,580
-19% -$55.7K ﹤0.01% 1195
2019
Q4
$343K Sell
13,521
-160
-1% -$4.06K ﹤0.01% 1192
2019
Q3
$324K Buy
13,681
+4,095
+43% +$97K ﹤0.01% 1185
2019
Q2
$234K Buy
+9,586
New +$234K ﹤0.01% 1236