Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-12,820
Closed -$99K 747
2022
Q2
$99K Buy
+12,820
New +$99K 0.01% 609
2021
Q3
Sell
-7,069
Closed -$370K 641
2021
Q2
$370K Buy
7,069
+64
+0.9% +$3.35K 0.05% 402
2021
Q1
$334K Sell
7,005
-643
-8% -$30.7K 0.06% 386
2020
Q4
$512K Buy
7,648
+66
+0.9% +$4.42K 0.11% 252
2020
Q3
$320K Buy
7,582
+239
+3% +$10.1K 0.08% 327
2020
Q2
$225K Buy
+7,343
New +$225K 0.06% 393
2020
Q1
Sell
-5,903
Closed -$235K 456
2019
Q4
$235K Buy
+5,903
New +$235K 0.06% 375