Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$889K Buy
6,948
+528
+8% +$67.6K 0.03% 296
2021
Q4
$862K Sell
6,420
-244
-4% -$32.8K 0.03% 328
2021
Q3
$911K Buy
6,664
+328
+5% +$44.8K 0.03% 316
2021
Q2
$676K Buy
6,336
+232
+4% +$24.8K 0.02% 366
2021
Q1
$548K Buy
6,104
+784
+15% +$70.4K 0.02% 362
2020
Q4
$492K Buy
+5,320
New +$492K 0.02% 392