Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$299K Buy
2,063
+5
+0.2% +$725 0.12% 114
2022
Q1
$335K Buy
2,058
+5
+0.2% +$814 0.12% 121
2021
Q4
$241K Buy
2,053
+7
+0.3% +$822 0.09% 137
2021
Q3
$219K Buy
2,046
+8
+0.4% +$856 0.09% 143
2021
Q2
$213K Buy
2,038
+7
+0.3% +$732 0.09% 141
2021
Q1
$213K Buy
+2,031
New +$213K 0.1% 133
2020
Q1
Sell
-2,068
Closed -$249K 104
2019
Q4
$249K Buy
+2,068
New +$249K 0.16% 97