Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$784K Sell
7,675
-17,674
-70% -$1.81M 0.2% 88
2022
Q1
$3.41M Sell
25,349
-14,380
-36% -$1.93M 0.73% 36
2021
Q4
$6.62M Buy
39,729
+887
+2% +$148K 1.28% 23
2021
Q3
$5.64M Buy
38,842
+779
+2% +$113K 1.22% 26
2021
Q2
$6.15M Buy
38,063
+878
+2% +$142K 1.34% 22
2021
Q1
$4.94M Buy
37,185
+4,612
+14% +$613K 1.26% 27
2020
Q4
$4.61M Buy
32,573
+5,185
+19% +$734K 1.37% 23
2020
Q3
$3.44M Buy
27,388
+10,635
+63% +$1.34M 1.3% 25
2020
Q2
$1.64M Buy
+16,753
New +$1.64M 0.82% 49