Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-5,056
Closed -$234K 906
2022
Q2
$234K Sell
5,056
-42
-0.8% -$1.94K 0.02% 747
2022
Q1
$267K Buy
5,098
+872
+21% +$45.7K 0.01% 745
2021
Q4
$243K Buy
+4,226
New +$243K 0.01% 791
2021
Q3
Sell
-5,890
Closed -$272K 890
2021
Q2
$272K Sell
5,890
-39
-0.7% -$1.8K 0.02% 699
2021
Q1
$225K Sell
5,929
-2,909
-33% -$110K 0.02% 700
2020
Q4
$217K Buy
+8,838
New +$217K 0.02% 676