Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$68K Hold
633
﹤0.01% 291
2022
Q1
$79K Sell
633
-140
-18% -$17.5K ﹤0.01% 307
2021
Q4
$115K Sell
773
-1,669
-68% -$248K 0.01% 270
2021
Q3
$358K Sell
2,442
-139
-5% -$20.4K 0.01% 226
2021
Q2
$429K Buy
2,581
+132
+5% +$21.9K 0.02% 222
2021
Q1
$395K Sell
2,449
-18
-0.7% -$2.9K 0.02% 203
2020
Q4
$361K Hold
2,467
0.02% 211
2020
Q3
$330K Sell
2,467
-84
-3% -$11.3K 0.02% 203
2020
Q2
$333K Sell
2,551
-234
-8% -$30.5K 0.03% 188
2020
Q1
$318K Buy
2,785
+415
+18% +$47.4K 0.03% 165
2019
Q4
$350K Sell
2,370
-6,423
-73% -$948K 0.03% 192
2019
Q3
$1.21M Buy
8,793
+1,212
+16% +$167K 0.12% 106
2019
Q2
$1.1M Buy
7,581
+3,273
+76% +$474K 0.11% 114
2019
Q1
$748K Sell
4,308
-238
-5% -$41.3K 0.08% 129
2018
Q4
$724K Sell
4,546
-256
-5% -$40.8K 0.09% 119
2018
Q3
$846K Sell
4,802
-1,489
-24% -$262K 0.09% 119
2018
Q2
$1.03M Buy
6,291
+42
+0.7% +$6.91K 0.12% 111
2018
Q1
$1.15M Buy
6,249
+362
+6% +$66.4K 0.14% 107
2017
Q4
$1.16M Hold
5,887
0.14% 103
2017
Q3
$1.03M Buy
+5,887
New +$1.03M 0.14% 103