Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-19,104
Closed -$213K 369
2022
Q2
$213K Sell
19,104
-552
-3% -$6.16K 0.04% 358
2022
Q1
$332K Buy
+19,656
New +$332K 0.06% 301
2021
Q3
$239K Buy
16,908
+6,650
+65% +$94K 0.04% 342
2021
Q2
$152K Sell
10,258
-4,794
-32% -$71K 0.03% 374
2021
Q1
$184K Buy
15,052
+1,794
+14% +$21.9K 0.04% 346
2020
Q4
$117K Sell
13,258
-227
-2% -$2K 0.03% 406
2020
Q3
$90K Buy
13,485
+1,417
+12% +$9.46K 0.02% 431
2020
Q2
$73K Buy
12,068
+5,194
+76% +$31.4K 0.03% 417
2020
Q1
$33K Buy
6,874
+14
+0.2% +$67 0.01% 545
2019
Q4
$64K Buy
+6,860
New +$64K 0.03% 434