Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,420
Closed -$92K 1489
2022
Q2
$92K Buy
+1,420
New +$92K ﹤0.01% 773
2022
Q1
Sell
-3,272
Closed -$359K 1450
2021
Q4
$359K Buy
+3,272
New +$359K 0.01% 355
2021
Q3
Sell
-765
Closed -$61K 1473
2021
Q2
$61K Sell
765
-190
-20% -$15.2K ﹤0.01% 869
2021
Q1
$76K Buy
955
+707
+285% +$56.3K ﹤0.01% 699
2020
Q4
$17K Buy
248
+222
+854% +$15.2K ﹤0.01% 989
2020
Q3
$1K Sell
26
-527
-95% -$20.3K ﹤0.01% 1133
2020
Q2
$28K Buy
553
+70
+14% +$3.54K ﹤0.01% 834
2020
Q1
$20K Sell
483
-731
-60% -$30.3K 0.01% 551
2019
Q4
$68K Buy
+1,214
New +$68K 0.02% 608
2018
Q4
Sell
-111
Closed -$4K 956
2018
Q3
$4K Buy
+111
New +$4K ﹤0.01% 714
2018
Q2
Sell
-291
Closed -$9K 944
2018
Q1
$9K Buy
291
+182
+167% +$5.63K ﹤0.01% 699
2017
Q4
$3K Buy
109
+55
+102% +$1.51K ﹤0.01% 650
2017
Q3
$2K Buy
54
+6
+13% +$222 ﹤0.01% 643
2017
Q2
$1K Buy
+48
New +$1K ﹤0.01% 707