Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$380K Buy
+4,365
New +$380K 0.01% 902
2021
Q1
Sell
-5,154
Closed -$363K 1180
2020
Q4
$363K Buy
5,154
+532
+12% +$37.5K 0.01% 541
2020
Q3
$261K Buy
4,622
+251
+6% +$14.2K 0.01% 472
2020
Q2
$222K Sell
4,371
-346
-7% -$17.6K 0.01% 470
2020
Q1
$192K Buy
+4,717
New +$192K 0.01% 382
2018
Q1
Sell
-58,579
Closed -$1.68M 585
2017
Q4
$1.68M Buy
58,579
+22,539
+63% +$646K 0.06% 197
2017
Q3
$1.08M Buy
36,040
+16,368
+83% +$490K 0.05% 200
2017
Q2
$473K Buy
+19,672
New +$473K 0.02% 330