Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$222K Sell
5,320
-4,428
-45% -$185K 0.07% 302
2022
Q1
$558K Sell
9,748
-2,771
-22% -$159K 0.11% 181
2021
Q4
$833K Sell
12,519
-432
-3% -$28.7K 0.15% 121
2021
Q3
$902K Sell
12,951
-2,013
-13% -$140K 0.15% 114
2021
Q2
$1.05M Buy
14,964
+2,835
+23% +$199K 0.19% 99
2021
Q1
$743K Buy
12,129
+794
+7% +$48.6K 0.15% 114
2020
Q4
$570K Buy
11,335
+5,217
+85% +$262K 0.13% 122
2020
Q3
$319K Buy
6,118
+434
+8% +$22.6K 0.09% 164
2020
Q2
$298K Buy
+5,684
New +$298K 0.1% 141
2015
Q2
Sell
-594
Closed -$15K 186
2015
Q1
$15K Sell
594
-178
-23% -$4.5K 0.01% 293
2014
Q4
$18K Buy
+772
New +$18K 0.02% 288