Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,045
Closed -$218K 483
2022
Q1
$218K Sell
1,045
-63
-6% -$13.1K 0.02% 457
2021
Q4
$271K Hold
1,108
0.03% 416
2021
Q3
$220K Sell
1,108
-27
-2% -$5.36K 0.02% 448
2021
Q2
$211K Sell
1,135
-976
-46% -$181K 0.02% 452
2021
Q1
$440K Buy
2,111
+737
+54% +$154K 0.05% 325
2020
Q4
$241K Buy
+1,374
New +$241K 0.03% 396
2018
Q3
Sell
-1,253
Closed -$216K 381
2018
Q2
$216K Buy
+1,253
New +$216K 0.04% 328