Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-21,184
Closed -$231K 280
2022
Q2
$231K Hold
21,184
0.01% 245
2022
Q1
$239K Hold
21,184
0.01% 263
2021
Q4
$266K Sell
21,184
-2,450
-10% -$30.8K 0.01% 255
2021
Q3
$293K Hold
23,634
0.01% 244
2021
Q2
$321K Buy
23,634
+202
+0.9% +$2.74K 0.01% 237
2021
Q1
$313K Sell
23,432
-79
-0.3% -$1.06K 0.02% 226
2020
Q4
$229K Buy
+23,511
New +$229K 0.01% 242
2020
Q3
Sell
-23,549
Closed -$236K 261
2020
Q2
$236K Buy
23,549
+70
+0.3% +$702 0.02% 225
2020
Q1
$222K Buy
23,479
+42
+0.2% +$397 0.02% 205
2019
Q4
$310K Buy
23,437
+1,875
+9% +$24.8K 0.02% 211
2019
Q3
$269K Buy
+21,562
New +$269K 0.02% 212