Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$565K Buy
50,740
+10,990
+28% +$122K 0.17% 126
2022
Q1
$672K Sell
39,750
-13,119
-25% -$222K 0.13% 155
2021
Q4
$1.1M Buy
52,869
+38,818
+276% +$806K 0.2% 100
2021
Q3
$199K Buy
+14,051
New +$199K 0.03% 380
2018
Q3
Sell
-11,005
Closed -$122K 130
2018
Q2
$122K Buy
+11,005
New +$122K 0.06% 124
2018
Q1
Sell
-54,690
Closed -$683K 120
2017
Q4
$683K Buy
54,690
+500
+0.9% +$6.24K 0.37% 56
2017
Q3
$649K Hold
54,190
0.37% 57
2017
Q2
$606K Buy
+54,190
New +$606K 0.36% 59