Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$565K Hold
6,675
0.03% 138
2022
Q1
$545K Hold
6,675
0.02% 149
2021
Q4
$524K Hold
6,675
0.02% 147
2021
Q3
$524K Hold
6,675
0.02% 194
2021
Q2
$519K Hold
6,675
0.02% 202
2021
Q1
$526K Sell
6,675
-310
-4% -$24.4K 0.03% 181
2020
Q4
$519K Hold
6,985
0.03% 176
2020
Q3
$435K Hold
6,985
0.03% 180
2020
Q2
$382K Hold
6,985
0.03% 182
2020
Q1
$319K Sell
6,985
-418
-6% -$19.1K 0.03% 164
2019
Q4
$633K Sell
7,403
-359
-5% -$30.7K 0.06% 142
2019
Q3
$616K Hold
7,762
0.06% 147
2019
Q2
$549K Hold
7,762
0.05% 151
2019
Q1
$518K Sell
7,762
-278
-3% -$18.6K 0.06% 150
2018
Q4
$504K Sell
8,040
-17
-0.2% -$1.07K 0.07% 144
2018
Q3
$590K Buy
8,057
+17
+0.2% +$1.25K 0.07% 145
2018
Q2
$549K Hold
8,040
0.06% 149
2018
Q1
$482K Sell
8,040
-1,150
-13% -$69K 0.06% 159
2017
Q4
$558K Hold
9,190
0.07% 149
2017
Q3
$496K Buy
+9,190
New +$496K 0.07% 153