Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,863
Closed -$291K 600
2021
Q4
$291K Sell
1,863
-40
-2% -$6.25K 0.01% 450
2021
Q3
$318K Sell
1,903
-200
-10% -$33.4K 0.02% 425
2021
Q2
$411K Buy
+2,103
New +$411K 0.02% 360
2021
Q1
Sell
-2,083
Closed -$346K 554
2020
Q4
$346K Sell
2,083
-1,383
-40% -$230K 0.02% 345
2020
Q3
$447K Sell
3,466
-607
-15% -$78.3K 0.03% 277
2020
Q2
$450K Buy
+4,073
New +$450K 0.03% 262
2020
Q1
Sell
-3,176
Closed -$369K 446
2019
Q4
$369K Sell
3,176
-137
-4% -$15.9K 0.03% 312
2019
Q3
$246K Sell
3,313
-218
-6% -$16.2K 0.02% 357
2019
Q2
$235K Buy
+3,531
New +$235K 0.02% 357