Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-144,064
Closed -$7.05K 423
2022
Q2
$7.05K Buy
144,064
+3,665
+3% +$179 0.04% 222
2022
Q1
$7.75K Buy
140,399
+521
+0.4% +$29 0.02% 227
2021
Q4
$7.3K Sell
139,878
-2,193
-2% -$115 0.02% 230
2021
Q3
$7.06K Sell
142,071
-25,249
-15% -$1.25K 0.02% 338
2021
Q2
$8.23K Buy
167,320
+2,219
+1% +$109 0.02% 292
2021
Q1
$7.49K Sell
165,101
-98
-0.1% -$4 0.02% 202
2020
Q4
$7.01K Buy
165,199
+11,482
+7% +$487 0.04% 209
2020
Q3
$6.35M Buy
153,717
+4,868
+3% +$201K 0.06% 201
2020
Q2
$6.25M Sell
148,849
-23,783
-14% -$999K 0.07% 202
2020
Q1
$7.12M Sell
172,632
-447
-0.3% -$18.4K 0.09% 169
2019
Q4
$8M Buy
+173,079
New +$8M 0.07% 198