Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$185K Sell
1,809
-659
-27% -$67.4K 0.14% 141
2022
Q1
$333K Sell
2,468
-123
-5% -$16.6K 0.08% 159
2021
Q4
$432K Sell
2,591
-81
-3% -$13.5K 0.09% 142
2021
Q3
$389K Sell
2,672
-12
-0.4% -$1.75K 0.09% 145
2021
Q2
$415K Buy
2,684
+2
+0.1% +$309 0.09% 134
2021
Q1
$357K Sell
2,682
-2,248
-46% -$299K 0.09% 138
2020
Q4
$697K Sell
4,930
-226
-4% -$32K 0.13% 117
2020
Q3
$649K Sell
5,156
-15
-0.3% -$1.89K 0.14% 119
2020
Q2
$508K Sell
5,171
-37
-0.7% -$3.64K 0.11% 132
2020
Q1
$432K Buy
5,208
+336
+7% +$27.9K 0.11% 133
2019
Q4
$494K Buy
4,872
+2
+0% +$203 0.11% 125
2019
Q3
$457K Buy
4,870
+572
+13% +$53.7K 0.08% 150
2019
Q2
$342K Sell
4,298
-578
-12% -$46K 0.08% 155
2019
Q1
$412K Buy
4,876
+394
+9% +$33.3K 0.08% 162
2018
Q4
$333K Buy
4,482
+69
+2% +$5.13K 0.07% 169
2018
Q3
$374K Buy
4,413
+16
+0.4% +$1.36K 0.07% 169
2018
Q2
$350K Buy
4,397
+511
+13% +$40.7K 0.08% 166
2018
Q1
$259K Buy
3,886
+417
+12% +$27.8K 0.06% 206
2017
Q4
$218 Buy
+3,469
New +$218 0.05% 227