Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$142K Sell
2,385
-100
-4% -$5.95K 0.01% 235
2022
Q1
$197K Buy
2,485
+895
+56% +$71K 0.01% 222
2021
Q4
$99K Sell
1,590
-18,811
-92% -$1.17M ﹤0.01% 282
2021
Q3
$1.11M Buy
20,401
+175
+0.9% +$9.5K 0.05% 131
2021
Q2
$1.28M Sell
20,226
-106
-0.5% -$6.72K 0.06% 135
2021
Q1
$1.23M Sell
20,332
-400
-2% -$24.1K 0.07% 129
2020
Q4
$1.24M Buy
20,732
+150
+0.7% +$8.98K 0.07% 125
2020
Q3
$1.31M Buy
20,582
+2,145
+12% +$136K 0.09% 113
2020
Q2
$1.14M Sell
18,437
-101
-0.5% -$6.24K 0.09% 114
2020
Q1
$839K Sell
18,538
-1,262
-6% -$57.1K 0.08% 111
2019
Q4
$860K Buy
19,800
+407
+2% +$17.7K 0.08% 126
2019
Q3
$735K Buy
19,393
+165
+0.9% +$6.26K 0.07% 131
2019
Q2
$740K Buy
19,228
+2,087
+12% +$80.3K 0.07% 131
2019
Q1
$613K Sell
17,141
-130
-0.8% -$4.65K 0.07% 137
2018
Q4
$598K Buy
17,271
+850
+5% +$29.5K 0.08% 134
2018
Q3
$496K Buy
16,421
+1,070
+7% +$32.3K 0.06% 157
2018
Q2
$579K Hold
15,351
0.07% 143
2018
Q1
$600K Sell
15,351
-300
-2% -$11.7K 0.07% 139
2017
Q4
$587K Hold
15,651
0.07% 143
2017
Q3
$587K Buy
+15,651
New +$587K 0.08% 141