Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$37K Buy
+255
New +$37K ﹤0.01% 1156
2020
Q3
Sell
-9,973
Closed -$553K 1030
2020
Q2
$553K Buy
+9,973
New +$553K 0.02% 236
2020
Q1
Sell
-10,411
Closed -$804K 1012
2019
Q4
$804K Sell
10,411
-175
-2% -$13.5K 0.03% 357
2019
Q3
$801K Sell
10,586
-2,745
-21% -$208K 0.03% 421
2019
Q2
$1.03M Sell
13,331
-1,036
-7% -$80.4K 0.03% 404
2019
Q1
$999K Sell
14,367
-2,597
-15% -$181K 0.03% 424
2018
Q4
$944K Buy
16,964
+1,297
+8% +$72.2K 0.03% 425
2018
Q3
$952K Sell
15,667
-229
-1% -$13.9K 0.03% 441
2018
Q2
$965K Buy
15,896
+2,153
+16% +$131K 0.03% 454
2018
Q1
$891K Buy
13,743
+169
+1% +$11K 0.03% 457
2017
Q4
$970K Buy
13,574
+69
+0.5% +$4.93K 0.04% 389
2017
Q3
$996K Sell
13,505
-2,219
-14% -$164K 0.04% 236
2017
Q2
$1.06M Sell
15,724
-1,907
-11% -$129K 0.05% 160
2017
Q1
$1.06M Sell
17,631
-153
-0.9% -$9.21K 0.06% 150
2016
Q4
$1.03M Buy
17,784
+1,213
+7% +$70.2K 0.05% 154
2016
Q3
$817K Buy
+16,571
New +$817K 0.04% 157