Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$470K Sell
36,670
-3,335
-8% -$42.7K 0.07% 184
2022
Q2
$654K Sell
40,005
-2,085
-5% -$34.1K 0.1% 149
2022
Q1
$865K Buy
42,090
+1,720
+4% +$35.3K 0.11% 136
2021
Q4
$1.02M Sell
40,370
-345
-0.8% -$8.73K 0.13% 124
2021
Q3
$900K Buy
40,715
+4,965
+14% +$110K 0.12% 134
2021
Q2
$695K Buy
35,750
+2,720
+8% +$52.9K 0.09% 171
2021
Q1
$700K Buy
33,030
+3,645
+12% +$77.2K 0.1% 153
2020
Q4
$594K Buy
+29,385
New +$594K 0.09% 168