Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-18,022
Closed -$292 454
2022
Q3
$292 Buy
18,022
+300
+2% +$5 0.01% 381
2022
Q2
$300K Buy
17,722
+66
+0.4% +$1.12K 0.01% 383
2022
Q1
$346K Buy
+17,656
New +$346K 0.01% 378
2021
Q2
Sell
-21,347
Closed -$293K 382
2021
Q1
$293K Buy
+21,347
New +$293K 0.01% 320
2020
Q4
Sell
-15,593
Closed -$141K 291
2020
Q3
$141K Buy
15,593
+2,172
+16% +$19.6K ﹤0.01% 274
2020
Q2
$164K Buy
13,421
+2,829
+27% +$34.6K 0.01% 262
2020
Q1
$104K Buy
10,592
+1,747
+20% +$17.2K ﹤0.01% 258
2019
Q4
$221K Buy
+8,845
New +$221K 0.01% 238