Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,093
Closed -$247K 252
2022
Q2
$247K Sell
1,093
-48
-4% -$10.8K 0.06% 125
2022
Q1
$264K Buy
1,141
+80
+8% +$18.5K 0.05% 134
2021
Q4
$274K Sell
1,061
-15
-1% -$3.87K 0.05% 138
2021
Q3
$236K Sell
1,076
-83
-7% -$18.2K 0.05% 161
2021
Q2
$346K Buy
1,159
+26
+2% +$7.76K 0.07% 126
2021
Q1
$322K Buy
1,133
+20
+2% +$5.68K 0.07% 126
2020
Q4
$289K Sell
1,113
-37
-3% -$9.61K 0.13% 66
2020
Q3
$289K Buy
+1,150
New +$289K 0.07% 110
2020
Q2
Sell
-2,579
Closed -$313K 226
2020
Q1
$313K Sell
2,579
-992
-28% -$120K 0.09% 127
2019
Q4
$540K Sell
3,571
-727
-17% -$110K 0.13% 92
2019
Q3
$626K Buy
+4,298
New +$626K 0.14% 58