Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-567
Closed -$226K 2820
2022
Q1
$226K Sell
567
-262
-32% -$104K ﹤0.01% 976
2021
Q4
$499K Buy
+829
New +$499K ﹤0.01% 825
2021
Q3
Sell
-689
Closed -$861K 2675
2021
Q2
$861K Buy
689
+207
+43% +$259K ﹤0.01% 699
2021
Q1
$553K Buy
+482
New +$553K ﹤0.01% 824
2020
Q3
Hold
0
1975
2020
Q2
Hold
0
1906
2020
Q1
Hold
0
1832
2019
Q4
Hold
0
1762
2019
Q3
Hold
0
1839
2019
Q2
Hold
0
1875
2019
Q1
Sell
-445
Closed -$664K 1928
2018
Q4
$664K Buy
+445
New +$664K ﹤0.01% 504
2018
Q3
Hold
0
1761