Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-19,898
Closed -$272K 621
2022
Q3
$272K Buy
19,898
+3,986
+25% +$54.5K 0.05% 345
2022
Q2
$304K Sell
15,912
-24,240
-60% -$463K 0.06% 336
2022
Q1
$1.08M Buy
+40,152
New +$1.08M 0.19% 147
2021
Q3
Sell
-11,455
Closed -$488K 724
2021
Q2
$488K Buy
11,455
+5,965
+109% +$254K 0.09% 269
2021
Q1
$263K Buy
+5,490
New +$263K 0.09% 249
2020
Q4
Sell
-3,205
Closed -$127K 1092
2020
Q3
$127K Sell
3,205
-175
-5% -$6.93K 0.08% 255
2020
Q2
$133K Buy
3,380
+2,093
+163% +$82.4K 0.05% 429
2020
Q1
$43K Sell
1,287
-536
-29% -$17.9K 0.01% 798
2019
Q4
$73K Buy
+1,823
New +$73K 0.01% 820