Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$653K Buy
12,008
+336
+3% +$18.3K 0.43% 76
2022
Q1
$636K Buy
11,672
+252
+2% +$13.7K 0.36% 82
2021
Q4
$630K Sell
11,420
-64
-0.6% -$3.53K 0.35% 86
2021
Q3
$549K Buy
11,484
+300
+3% +$14.3K 0.33% 89
2021
Q2
$557K Hold
11,184
0.34% 88
2021
Q1
$499K Hold
11,184
0.33% 89
2020
Q4
$514K Sell
11,184
-100
-0.9% -$4.6K 0.38% 78
2020
Q3
$531K Buy
11,284
+360
+3% +$16.9K 0.45% 68
2020
Q2
$557K Sell
10,924
-80
-0.7% -$4.08K 0.52% 65
2020
Q1
$521K Buy
11,004
+184
+2% +$8.71K 0.61% 55
2019
Q4
$629K Buy
+10,820
New +$629K 0.54% 62