Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-4,929
Closed -$280K 537
2022
Q2
$280K Sell
4,929
-106
-2% -$6.02K 0.07% 362
2022
Q1
$386K Buy
+5,035
New +$386K 0.11% 273
2021
Q2
Sell
-5,388
Closed -$570K 542
2021
Q1
$570K Sell
5,388
-3,704
-41% -$392K 0.18% 173
2020
Q4
$854K Buy
+9,092
New +$854K 0.31% 114
2020
Q2
Sell
-1,024
Closed -$39K 516
2020
Q1
$39K Buy
+1,024
New +$39K 0.08% 267
2019
Q4
Sell
-708
Closed -$62K 655
2019
Q3
$62K Buy
+708
New +$62K 0.18% 179
2019
Q1
Sell
-200
Closed -$19K 689
2018
Q4
$19K Buy
+200
New +$19K 0.09% 313