Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,752
Closed -$219K 243
2022
Q1
$219K Buy
1,752
+122
+7% +$15.3K 0.08% 200
2021
Q4
$372K Sell
1,630
-201
-11% -$45.9K 0.09% 186
2021
Q3
$574K Hold
1,831
0.15% 140
2021
Q2
$841K Buy
1,831
+98
+6% +$45K 0.22% 114
2021
Q1
$565K Sell
1,733
-1,209
-41% -$394K 0.15% 133
2020
Q4
$977K Sell
2,942
-21
-0.7% -$6.97K 0.3% 82
2020
Q3
$559K Sell
2,963
-774
-21% -$146K 0.23% 109
2020
Q2
$435K Buy
+3,737
New +$435K 0.2% 116