Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,415
Closed -$238K 46
2022
Q2
$238K Buy
3,415
+240
+8% +$16.7K 0.03% 42
2022
Q1
$254K Buy
+3,175
New +$254K 0.03% 40
2020
Q2
Sell
-3,956
Closed -$202K 48
2020
Q1
$202K Sell
3,956
-800
-17% -$40.8K 0.04% 39
2019
Q4
$269K Sell
4,756
-120
-2% -$6.79K 0.03% 40
2019
Q3
$285K Sell
4,876
-275
-5% -$16.1K 0.04% 40
2019
Q2
$319K Buy
+5,151
New +$319K 0.04% 38