Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-5,684
Closed -$524K 584
2022
Q1
$524K Buy
+5,684
New +$524K 0.47% 64
2021
Q4
Sell
-8,889
Closed -$690K 609
2021
Q3
$690K Buy
+8,889
New +$690K 0.79% 21
2021
Q2
Sell
-4,461
Closed -$373K 588
2021
Q1
$373K Buy
+4,461
New +$373K 0.41% 77
2020
Q3
Sell
-8,889
Closed -$690K 601
2020
Q2
$690K Buy
8,889
+3,475
+64% +$270K 0.79% 21
2020
Q1
$404K Buy
+5,414
New +$404K 0.66% 21
2019
Q3
Sell
-16,608
Closed -$1.44M 379
2019
Q2
$1.44M Buy
+16,608
New +$1.44M 0.81% 25