Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$308K Buy
2,473
+48
+2% +$5.98K 0.07% 161
2021
Q4
$360K Hold
2,425
0.08% 159
2021
Q3
$365K Buy
+2,425
New +$365K 0.08% 160
2021
Q2
Sell
-1,908
Closed -$307K 138
2021
Q1
$307K Hold
1,908
0.08% 163
2020
Q4
$279K Buy
1,908
+21
+1% +$3.07K 0.08% 160
2020
Q3
$253K Buy
1,887
+46
+2% +$6.17K 0.08% 145
2020
Q2
$240K Buy
1,841
+34
+2% +$4.43K 0.08% 147
2020
Q1
$206K Buy
+1,807
New +$206K 0.09% 135
2019
Q2
Sell
-768
Closed -$133K 445
2019
Q1
$133K Hold
768
0.05% 194
2018
Q4
$122K Sell
768
-9
-1% -$1.43K 0.05% 187
2018
Q3
$137K Sell
777
-75
-9% -$13.2K 0.05% 184
2018
Q2
$140K Sell
852
-203
-19% -$33.4K 0.06% 178
2018
Q1
$194K Buy
+1,055
New +$194K 0.08% 163
2017
Q3
Sell
-926
Closed -$161K 416
2017
Q2
$161K Buy
+926
New +$161K 0.08% 158