Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$382K Sell
18,242
-5,847
-24% -$122K 0.15% 87
2022
Q1
$430K Buy
24,089
+182
+0.8% +$3.25K 0.15% 93
2021
Q4
$444K Sell
23,907
-7,935
-25% -$147K 0.16% 96
2021
Q3
$626K Sell
31,842
-2,005
-6% -$39.4K 0.25% 67
2021
Q2
$736K Buy
33,847
+4,708
+16% +$102K 0.31% 54
2021
Q1
$666K Buy
29,139
+473
+2% +$10.8K 0.31% 57
2020
Q4
$623K Sell
28,666
-1,569
-5% -$34.1K 0.33% 54
2020
Q3
$651K Sell
30,235
-2,370
-7% -$51K 0.39% 48
2020
Q2
$744K Buy
32,605
+163
+0.5% +$3.72K 0.49% 40
2020
Q1
$714K Buy
32,442
+4,093
+14% +$90.1K 0.59% 36
2019
Q4
$837K Buy
+28,349
New +$837K 0.54% 33