Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,741
Closed -$449K 276
2022
Q1
$449K Buy
2,741
+997
+57% +$163K 0.17% 218
2021
Q4
$343K Buy
+1,744
New +$343K 0.11% 249
2020
Q2
Sell
-2,478
Closed -$141K 306
2020
Q1
$141K Sell
2,478
-253
-9% -$14.4K 0.03% 302
2019
Q4
$299K Buy
2,731
+57
+2% +$6.24K 0.05% 272
2019
Q3
$313K Buy
2,674
+1,150
+75% +$135K 0.06% 274
2019
Q2
$207K Buy
+1,524
New +$207K 0.04% 288