Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,309
Closed -$216K 131
2022
Q1
$216K Sell
4,309
-209
-5% -$10.5K 0.03% 490
2021
Q4
$254K Sell
4,518
-10,745
-70% -$604K 0.03% 476
2021
Q3
$805K Hold
15,263
0.06% 288
2021
Q2
$771K Sell
15,263
-2,202
-13% -$111K 0.06% 294
2021
Q1
$780K Sell
17,465
-1,046
-6% -$46.7K 0.06% 312
2020
Q4
$688K Buy
18,511
+543
+3% +$20.2K 0.05% 342
2020
Q3
$616K Buy
17,968
+9,068
+102% +$311K 0.05% 307
2020
Q2
$248K Buy
+8,900
New +$248K 0.03% 456
2018
Q4
Sell
-16,776
Closed -$457K 387
2018
Q3
$457K Sell
16,776
-2,006
-11% -$54.6K 0.1% 219
2018
Q2
$446K Sell
18,782
-2,063
-10% -$49K 0.09% 244
2018
Q1
$428K Buy
20,845
+2,993
+17% +$61.5K 0.08% 284
2017
Q4
$448K Buy
17,852
+7,030
+65% +$176K 0.08% 294
2017
Q3
$234K Buy
+10,822
New +$234K 0.04% 306
2017
Q2
Sell
-8,644
Closed -$207K 348
2017
Q1
$207K Sell
8,644
-63,864
-88% -$1.53M 0.06% 320
2016
Q4
$1.18M Sell
72,508
-749
-1% -$12.1K 0.05% 357
2016
Q3
$983K Buy
+73,257
New +$983K 0.05% 396