Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$209K Sell
2,510
-16
-0.6% -$1.33K 0.35% 70
2022
Q2
$258K Buy
2,526
+37
+1% +$3.78K 0.37% 63
2022
Q1
$335K Hold
2,489
0.39% 52
2021
Q4
$415K Buy
2,489
+1
+0% +$167 0.47% 46
2021
Q3
$361K Hold
2,488
0.4% 54
2021
Q2
$384K Hold
2,488
0.44% 54
2021
Q1
$331K Hold
2,488
0.42% 54
2020
Q4
$352K Hold
2,488
0.45% 47
2020
Q3
$312K Buy
2,488
+1
+0% +$125 0.36% 50
2020
Q2
$244K Sell
2,487
-700
-22% -$68.7K 0.29% 59
2020
Q1
$264K Sell
3,187
-200
-6% -$16.6K 0.42% 51
2019
Q4
$343K Buy
+3,387
New +$343K 0.39% 45