Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$427K Buy
7,841
+2,920
+59% +$159K 0.13% 173
2022
Q1
$268K Buy
4,921
+653
+15% +$35.6K 0.05% 338
2021
Q4
$235K Buy
+4,268
New +$235K 0.04% 370
2019
Q2
Sell
-3,845
Closed -$201K 175
2019
Q1
$201K Buy
+3,845
New +$201K 0.08% 137
2017
Q4
Sell
-4,584
Closed -$233K 118
2017
Q3
$233K Hold
4,584
0.13% 104
2017
Q2
$247K Buy
+4,584
New +$247K 0.15% 95
2017
Q1
Sell
-4,184
Closed -$201K 90
2016
Q4
$201K Hold
4,184
0.15% 91
2016
Q3
$226K Buy
+4,184
New +$226K 0.18% 86
2016
Q1
Sell
-5,473
Closed -$276K 112
2015
Q4
$276K Sell
5,473
-80
-1% -$4.03K 0.24% 77
2015
Q3
$267K Sell
5,553
-800
-13% -$38.5K 0.25% 77
2015
Q2
$331K Hold
6,353
0.28% 65
2015
Q1
$366K Buy
6,353
+1,024
+19% +$59K 0.28% 61
2014
Q4
$285K Buy
+5,329
New +$285K 0.24% 68