Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$185K Sell
8,828
-2,860
-24% -$59.9K 0.01% 210
2022
Q1
$209K Sell
11,688
-9,432
-45% -$169K 0.01% 217
2021
Q4
$392K Sell
21,120
-26,614
-56% -$494K 0.02% 167
2021
Q3
$974K Sell
47,734
-8,970
-16% -$183K 0.04% 140
2021
Q2
$1.23M Sell
56,704
-2,542
-4% -$55.3K 0.06% 137
2021
Q1
$1.35M Buy
59,246
+696
+1% +$15.9K 0.07% 122
2020
Q4
$1.27M Buy
58,550
+828
+1% +$18K 0.07% 124
2020
Q3
$1.24M Buy
57,722
+583
+1% +$12.6K 0.08% 117
2020
Q2
$1.3M Sell
57,139
-4,300
-7% -$98.2K 0.1% 102
2020
Q1
$1.35M Sell
61,439
-2,885
-4% -$63.5K 0.13% 90
2019
Q4
$1.9M Sell
64,324
-662
-1% -$19.5K 0.17% 85
2019
Q3
$1.86M Sell
64,986
-30,080
-32% -$860K 0.18% 85
2019
Q2
$2.41M Sell
95,066
-3,485
-4% -$88.2K 0.24% 77
2019
Q1
$2.33M Sell
98,551
-136
-0.1% -$3.22K 0.26% 72
2018
Q4
$2.13M Sell
98,687
-4,472
-4% -$96.4K 0.28% 68
2018
Q3
$2.62M Buy
103,159
+31,235
+43% +$792K 0.29% 68
2018
Q2
$1.74M Buy
71,924
+10,893
+18% +$264K 0.2% 85
2018
Q1
$1.64M Buy
61,031
+5,309
+10% +$143K 0.2% 91
2017
Q4
$1.64M Buy
55,722
+146
+0.3% +$4.29K 0.2% 91
2017
Q3
$1.64M Buy
+55,576
New +$1.64M 0.22% 90