Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,885
Closed -$221K 1083
2022
Q1
$221K Sell
2,885
-61
-2% -$4.67K 0.01% 1042
2021
Q4
$228K Sell
2,946
-1,230
-29% -$95.2K 0.01% 1033
2021
Q3
$264K Buy
4,176
+136
+3% +$8.6K 0.01% 909
2021
Q2
$256K Sell
4,040
-151
-4% -$9.57K 0.01% 935
2021
Q1
$269K Sell
4,191
-123
-3% -$7.9K 0.01% 877
2020
Q4
$214K Buy
+4,314
New +$214K 0.01% 946
2020
Q1
Sell
-5,743
Closed -$247K 822
2019
Q4
$247K Buy
+5,743
New +$247K 0.01% 792