Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$584K Sell
3,007
-754
-20% -$147K 0.01% 354
2022
Q3
$645K Buy
3,761
+1,003
+36% +$172K 0.01% 317
2022
Q2
$504K Sell
2,758
-3,923
-59% -$717K ﹤0.01% 349
2022
Q1
$1.58M Buy
6,681
+4,704
+238% +$1.12M 0.01% 285
2021
Q4
$579K Buy
+1,977
New +$579K ﹤0.01% 402
2020
Q4
Sell
-3,082
Closed -$484K 520
2020
Q3
$484K Buy
3,082
+270
+10% +$42.4K 0.01% 320
2020
Q2
$483K Hold
2,812
0.01% 323
2020
Q1
$336K Buy
2,812
+2,121
+307% +$253K 0.01% 305
2019
Q4
$96.8K Buy
+691
New +$96.8K ﹤0.01% 385
2018
Q1
Sell
-2,457
Closed -$290K 474
2017
Q4
$290K Hold
2,457
﹤0.01% 400
2017
Q3
$260K Sell
2,457
-1,487
-38% -$158K ﹤0.01% 410
2017
Q2
$542K Buy
+3,944
New +$542K 0.01% 357