Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,136
Closed -$205K 350
2022
Q3
$205K Buy
+2,136
New +$205K 0.01% 299
2022
Q2
Sell
-2,131
Closed -$311K 335
2022
Q1
$311K Sell
2,131
-1,559
-42% -$228K 0.01% 278
2021
Q4
$428K Buy
+3,690
New +$428K 0.02% 314
2021
Q2
Sell
-2,308
Closed -$332K 242
2021
Q1
$332K Sell
2,308
-3,096
-57% -$445K 0.02% 172
2020
Q4
$557K Sell
5,404
-2,541
-32% -$262K 0.04% 128
2020
Q3
$590K Sell
7,945
-684
-8% -$50.8K 0.09% 79
2020
Q2
$479K Buy
8,629
+24
+0.3% +$1.33K 0.08% 88
2020
Q1
$407K Buy
8,605
+29
+0.3% +$1.37K 0.09% 91
2019
Q4
$663K Sell
8,576
-5,465
-39% -$422K 0.1% 66
2019
Q3
$1.06M Buy
+14,041
New +$1.06M 0.18% 49