Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$348K Sell
31,256
-1,348
-4% -$15K 0.14% 102
2022
Q1
$551K Buy
32,604
+116
+0.4% +$1.96K 0.19% 72
2021
Q4
$675K Sell
32,488
-274
-0.8% -$5.69K 0.24% 62
2021
Q3
$494K Hold
32,762
0.2% 84
2021
Q2
$487K Sell
32,762
-600
-2% -$8.92K 0.2% 81
2021
Q1
$409K Buy
33,362
+300
+0.9% +$3.68K 0.19% 88
2020
Q4
$291K Buy
33,062
+12,773
+63% +$112K 0.15% 103
2020
Q3
$135K Sell
20,289
-1,567
-7% -$10.4K 0.08% 121
2020
Q2
$133K Sell
21,856
-1,629
-7% -$9.91K 0.09% 114
2020
Q1
$113K Sell
23,485
-3,079
-12% -$14.8K 0.09% 101
2019
Q4
$247K Buy
+26,564
New +$247K 0.16% 98