Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$503K Sell
10,230
-250
-2% -$12.3K 0.02% 142
2022
Q1
$581K Hold
10,480
0.02% 143
2021
Q4
$545K Sell
10,480
-2,335
-18% -$121K 0.02% 143
2021
Q3
$642K Buy
12,815
+2,150
+20% +$108K 0.03% 177
2021
Q2
$526K Hold
10,665
0.02% 200
2021
Q1
$481K Sell
10,665
-1,500
-12% -$67.7K 0.03% 186
2020
Q4
$521K Hold
12,165
0.03% 175
2020
Q3
$504K Sell
12,165
-715
-6% -$29.7K 0.03% 166
2020
Q2
$538K Hold
12,880
0.04% 153
2020
Q1
$526K Hold
12,880
0.05% 136
2019
Q4
$597K Hold
12,880
0.05% 144
2019
Q3
$624K Hold
12,880
0.06% 146
2019
Q2
$586K Sell
12,880
-700
-5% -$31.8K 0.06% 148
2019
Q1
$603K Sell
13,580
-500
-4% -$22.2K 0.07% 138
2018
Q4
$557K Buy
14,080
+1,500
+12% +$59.3K 0.07% 140
2018
Q3
$510K Hold
12,580
0.06% 155
2018
Q2
$509K Sell
12,580
-165
-1% -$6.68K 0.06% 156
2018
Q1
$549K Sell
12,745
-1,400
-10% -$60.3K 0.07% 146
2017
Q4
$679K Hold
14,145
0.08% 131
2017
Q3
$662K Buy
+14,145
New +$662K 0.09% 130