Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$405K Buy
88,286
+14,958
+20% +$68.6K 0.01% 597
2021
Q4
$367K Sell
73,328
-4,737
-6% -$23.7K 0.01% 846
2021
Q3
$389K Buy
78,065
+7,817
+11% +$39K 0.01% 852
2021
Q2
$413K Buy
70,248
+526
+0.8% +$3.09K 0.01% 657
2021
Q1
$402K Buy
69,722
+12,807
+23% +$73.8K 0.01% 639
2020
Q4
$315K Buy
56,915
+5,874
+12% +$32.5K 0.01% 639
2020
Q3
$155K Buy
51,041
+2,770
+6% +$8.41K 0.01% 828
2020
Q2
$188K Sell
48,271
-3,197
-6% -$12.5K 0.01% 651
2020
Q1
$189K Buy
+51,468
New +$189K 0.01% 443