Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,464
Closed -$101 455
2021
Q4
$101 Sell
5,464
-14,053
-72% -$260 0.02% 161
2021
Q3
$398K Buy
19,517
+26
+0.1% +$530 0.15% 61
2021
Q2
$423K Sell
19,491
-202
-1% -$4.38K 0.16% 62
2021
Q1
$450K Buy
19,693
+24
+0.1% +$548 0.19% 57
2020
Q4
$427K Sell
19,669
-141
-0.7% -$3.06K 0.2% 54
2020
Q3
$426K Sell
19,810
-6,465
-25% -$139K 0.23% 50
2020
Q2
$599K Buy
26,275
+187
+0.7% +$4.26K 0.33% 44
2020
Q1
$574K Buy
26,088
+10,070
+63% +$222K 0.38% 38
2019
Q4
$472K Sell
16,018
-1,168
-7% -$34.4K 0.27% 44
2019
Q3
$491K Buy
17,186
+34
+0.2% +$971 0.31% 40
2019
Q2
$434K Buy
+17,152
New +$434K 0.29% 42
2018
Q1
Sell
-1,525
Closed -$44K 327
2017
Q4
$44K Buy
+1,525
New +$44K 0.03% 101