Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$719K Sell
2,684
-121
-4% -$32.4K 0.11% 136
2022
Q2
$757K Sell
2,805
-265
-9% -$71.5K 0.11% 133
2022
Q1
$982K Sell
3,070
-31
-1% -$9.92K 0.12% 126
2021
Q4
$932K Sell
3,101
-193
-6% -$58K 0.12% 130
2021
Q3
$941K Buy
3,294
+279
+9% +$79.7K 0.13% 130
2021
Q2
$719K Buy
3,015
+671
+29% +$160K 0.1% 167
2021
Q1
$539K Buy
2,344
+197
+9% +$45.3K 0.08% 198
2020
Q4
$453K Buy
+2,147
New +$453K 0.07% 215