Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,236
Closed -$204K 1291
2022
Q1
$204K Sell
1,236
-411
-25% -$67.8K 0.01% 1254
2021
Q4
$434K Buy
1,647
+60
+4% +$15.8K 0.01% 711
2021
Q3
$506K Buy
1,587
+331
+26% +$106K 0.02% 621
2021
Q2
$495K Sell
1,256
-224
-15% -$88.3K 0.02% 675
2021
Q1
$504K Buy
1,480
+185
+14% +$63K 0.02% 590
2020
Q4
$438K Sell
1,295
-2
-0.2% -$676 0.02% 591
2020
Q3
$320K Sell
1,297
-197
-13% -$48.6K 0.02% 639
2020
Q2
$328K Buy
+1,494
New +$328K 0.02% 544
2019
Q3
Sell
-1,728
Closed -$236K 1327
2019
Q2
$236K Buy
+1,728
New +$236K 0.01% 1049