Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$302K Sell
11,240
-1,370
-11% -$36.8K ﹤0.01% 383
2022
Q3
$314K Buy
12,610
+1,470
+13% +$36.6K ﹤0.01% 351
2022
Q2
$365K Hold
11,140
﹤0.01% 311
2022
Q1
$404K Sell
11,140
-240
-2% -$8.7K ﹤0.01% 336
2021
Q4
$429K Buy
11,380
+316
+3% +$11.9K ﹤0.01% 367
2021
Q3
$303K Buy
11,064
+293
+3% +$8.02K ﹤0.01% 406
2021
Q2
$325K Sell
10,771
-993
-8% -$30K ﹤0.01% 383
2021
Q1
$374K Buy
11,764
+1,664
+16% +$52.9K ﹤0.01% 351
2020
Q4
$248K Sell
10,100
-1,103
-10% -$27.1K ﹤0.01% 413
2020
Q3
$213K Buy
+11,203
New +$213K ﹤0.01% 389
2019
Q4
Sell
-14,045
Closed -$265K 404
2019
Q3
$265K Buy
14,045
+2,798
+25% +$52.8K ﹤0.01% 309
2019
Q2
$234K Buy
+11,247
New +$234K ﹤0.01% 295