Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$1.41M Sell
47,810
-4,370
-8% -$129K 1.01% 51
2021
Q4
$1.39M Buy
52,180
+220
+0.4% +$5.86K 0.93% 50
2021
Q3
$1.42M Buy
51,960
+910
+2% +$24.9K 1.12% 44
2021
Q2
$1.35M Buy
+51,050
New +$1.35M 1.06% 46
2020
Q1
Sell
-10,630
Closed -$401K 76
2019
Q4
$401K Sell
10,630
-11,360
-52% -$429K 0.48% 61
2019
Q3
$835K Sell
21,990
-3,594
-14% -$136K 1.14% 37
2019
Q2
$1.05M Sell
25,584
-3,081
-11% -$126K 1.47% 25
2019
Q1
$1.23M Buy
28,665
+8,267
+41% +$355K 1.69% 21
2018
Q4
$750K Buy
+20,398
New +$750K 1.23% 36