Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$12K Sell
238
-1,222
-84% -$61.6K 0.01% 981
2022
Q1
$82K Buy
1,460
+48
+3% +$2.7K 0.02% 460
2021
Q4
$74K Sell
1,412
-506
-26% -$26.5K 0.02% 525
2021
Q3
$97K Hold
1,918
0.02% 438
2021
Q2
$96K Buy
1,918
+1,474
+332% +$73.8K 0.02% 424
2021
Q1
$20K Sell
444
-528
-54% -$23.8K 0.01% 1064
2020
Q4
$42K Sell
972
-138
-12% -$5.96K 0.01% 872
2020
Q3
$47K Sell
1,110
-28
-2% -$1.19K 0.01% 742
2020
Q2
$48K Sell
1,138
-117
-9% -$4.94K 0.01% 729
2020
Q1
$52K Buy
1,255
+82
+7% +$3.4K 0.01% 618
2019
Q4
$55K Hold
1,173
0.01% 685
2019
Q3
$58K Sell
1,173
-867
-43% -$42.9K 0.01% 700
2019
Q2
$84K Buy
2,040
+898
+79% +$37K 0.02% 455
2019
Q1
$51K Buy
1,142
+142
+14% +$6.34K 0.01% 767
2018
Q4
$40K Sell
1,000
-1,693
-63% -$67.7K 0.01% 771
2018
Q3
$110K Sell
2,693
-184
-6% -$7.52K 0.02% 394
2018
Q2
$118K Sell
2,877
-548
-16% -$22.5K 0.03% 365
2018
Q1
$149K Buy
3,425
+2,348
+218% +$102K 0.03% 302
2017
Q4
$221 Buy
+1,077
New +$221 0.05% 224