Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$666K Sell
22,195
-320
-1% -$9.6K 0.1% 140
2022
Q2
$656K Sell
22,515
-1,089
-5% -$31.7K 0.1% 148
2022
Q1
$783K Sell
23,604
-975
-4% -$32.3K 0.1% 140
2021
Q4
$727K Sell
24,579
-1,321
-5% -$39.1K 0.09% 152
2021
Q3
$737K Sell
25,900
-1,036
-4% -$29.5K 0.1% 154
2021
Q2
$797K Sell
26,936
-2,387
-8% -$70.6K 0.11% 158
2021
Q1
$751K Buy
29,323
+723
+3% +$18.5K 0.11% 150
2020
Q4
$619K Buy
+28,600
New +$619K 0.1% 160