Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$277K Hold
4,120
0.18% 109
2022
Q1
$310K Sell
4,120
-100
-2% -$7.52K 0.18% 115
2021
Q4
$431K Buy
4,220
+260
+7% +$26.6K 0.24% 107
2021
Q3
$340K Buy
3,960
+160
+4% +$13.7K 0.21% 108
2021
Q2
$348K Sell
3,800
-300
-7% -$27.5K 0.21% 108
2021
Q1
$373K Hold
4,100
0.25% 98
2020
Q4
$316K Sell
4,100
-150
-4% -$11.6K 0.23% 99
2020
Q3
$251K Hold
4,250
0.21% 97
2020
Q2
$250K Buy
+4,250
New +$250K 0.23% 98
2020
Q1
Sell
-4,300
Closed -$319K 105
2019
Q4
$319K Buy
+4,300
New +$319K 0.28% 90