Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$156K Sell
3,411
-3,388
-50% -$155K 0.09% 200
2022
Q1
$412K Sell
6,799
-3,506
-34% -$213K 0.12% 213
2021
Q4
$793K Sell
10,305
-264
-2% -$20.3K 0.19% 115
2021
Q3
$543K Buy
10,569
+1,280
+14% +$65.7K 0.13% 163
2021
Q2
$528K Buy
9,289
+8,075
+665% +$459K 0.12% 168
2021
Q1
$66.4K Sell
1,214
-7,245
-86% -$396K 0.02% 475
2020
Q4
$447K Sell
8,459
-127
-1% -$6.71K 0.13% 181
2020
Q3
$341K Buy
+8,586
New +$341K 0.1% 154
2019
Q2
Sell
-1
Closed -$37 646
2019
Q1
$37 Sell
1
-907
-100% -$33.6K ﹤0.01% 578
2018
Q4
$30.8K Hold
908
0.01% 381
2018
Q3
$28.4K Sell
908
-6,273
-87% -$196K 0.01% 369
2018
Q2
$190K Buy
+7,181
New +$190K 0.03% 249
2017
Q3
Sell
-4,615
Closed -$115K 542
2017
Q2
$115K Sell
4,615
-10,152
-69% -$254K 0.02% 231
2017
Q1
$349K Buy
+14,767
New +$349K 0.08% 145