Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,599
Closed -$228K 486
2022
Q1
$228K Buy
+1,599
New +$228K ﹤0.01% 474
2021
Q2
Sell
-4,882
Closed -$885K 589
2021
Q1
$885K Sell
4,882
-4,116
-46% -$746K 0.01% 334
2020
Q4
$1.43M Buy
8,998
+6,886
+326% +$1.1M 0.02% 249
2020
Q3
$230K Buy
+2,112
New +$230K ﹤0.01% 402
2020
Q2
Sell
-1,192
Closed -$96.9K 474
2020
Q1
$96.9K Buy
+1,192
New +$96.9K ﹤0.01% 392
2018
Q3
Sell
-18,973
Closed -$3.53M 471
2018
Q2
$3.53M Sell
18,973
-19,098
-50% -$3.55M 0.05% 183
2018
Q1
$7.08M Hold
38,071
0.09% 141
2017
Q4
$6.73M Hold
38,071
0.09% 145
2017
Q3
$6.61M Sell
38,071
-6,451
-14% -$1.12M 0.09% 152
2017
Q2
$6.33M Buy
+44,522
New +$6.33M 0.09% 151