Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$229K Sell
2,475
-95
-4% -$8.79K 0.04% 227
2022
Q2
$278K Sell
2,570
-61
-2% -$6.6K 0.04% 230
2022
Q1
$328K Buy
2,631
+93
+4% +$11.6K 0.04% 228
2021
Q4
$377K Buy
2,538
+75
+3% +$11.1K 0.05% 209
2021
Q3
$361K Sell
2,463
-14
-0.6% -$2.05K 0.04% 294
2021
Q2
$411K Buy
2,477
+1
+0% +$166 0.05% 253
2021
Q1
$399K Sell
2,476
-161
-6% -$25.9K 0.05% 218
2020
Q4
$385K Buy
2,637
+162
+7% +$23.7K 0.06% 197
2020
Q3
$331K Sell
2,475
-10
-0.4% -$1.34K 0.06% 184
2020
Q2
$324K Sell
2,485
-305
-11% -$39.8K 0.07% 173
2020
Q1
$318K Sell
2,790
-327
-10% -$37.3K 0.08% 159
2019
Q4
$460K Buy
3,117
+127
+4% +$18.7K 0.09% 144
2019
Q3
$395K Hold
2,990
0.09% 146
2019
Q2
$433K Sell
2,990
-305
-9% -$44.2K 0.1% 141
2019
Q1
$572K Sell
3,295
-37
-1% -$6.42K 0.13% 114
2018
Q4
$531K Buy
+3,332
New +$531K 0.15% 118