Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$258K Buy
1,143
+1
+0.1% +$226 0.05% 208
2022
Q2
$278K Sell
1,142
-25
-2% -$6.09K 0.04% 229
2022
Q1
$282K Buy
1,167
+58
+5% +$14K 0.04% 255
2021
Q4
$250K Sell
1,109
-1,092
-50% -$246K 0.03% 263
2021
Q3
$468K Buy
2,201
+137
+7% +$29.1K 0.05% 246
2021
Q2
$503K Buy
2,064
+122
+6% +$29.7K 0.06% 218
2021
Q1
$483K Buy
1,942
+244
+14% +$60.7K 0.07% 198
2020
Q4
$390K Buy
1,698
+310
+22% +$71.2K 0.06% 193
2020
Q3
$353K Buy
1,388
+124
+10% +$31.5K 0.07% 171
2020
Q2
$298K Sell
1,264
-219
-15% -$51.6K 0.06% 179
2020
Q1
$301K Buy
1,483
+290
+24% +$58.9K 0.07% 165
2019
Q4
$288K Buy
1,193
+68
+6% +$16.4K 0.05% 199
2019
Q3
$217K Buy
+1,125
New +$217K 0.05% 205
2019
Q2
Sell
-1,298
Closed -$247K 256
2019
Q1
$247K Sell
1,298
-8
-0.6% -$1.52K 0.06% 179
2018
Q4
$254K Buy
+1,306
New +$254K 0.07% 174