Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-13,285
Closed -$323K 493
2022
Q2
$323K Sell
13,285
-9,192
-41% -$223K 0.08% 340
2022
Q1
$645K Sell
22,477
-2,985
-12% -$85.7K 0.18% 178
2021
Q4
$631K Buy
+25,462
New +$631K 0.17% 188
2021
Q2
Sell
-27,118
Closed -$626K 465
2021
Q1
$626K Buy
+27,118
New +$626K 0.2% 157
2020
Q1
Sell
-13,039
Closed -$246K 579
2019
Q4
$246K Buy
13,039
+12,947
+14,073% +$244K 0.09% 406
2019
Q3
$2K Buy
+92
New +$2K 0.01% 386
2019
Q2
Sell
-5,732
Closed -$210K 353
2019
Q1
$210K Buy
5,732
+5,432
+1,811% +$199K 0.52% 77
2018
Q4
$10K Buy
+300
New +$10K 0.05% 544