Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-14,189
Closed -$128K 670
2022
Q3
$128K Sell
14,189
-4,750
-25% -$42.9K 0.02% 586
2022
Q2
$223K Sell
18,939
-27,079
-59% -$319K 0.03% 567
2022
Q1
$544K Sell
46,018
-2,967
-6% -$35.1K 0.06% 325
2021
Q4
$517K Sell
48,985
-407
-0.8% -$4.3K 0.06% 348
2021
Q3
$535K Sell
49,392
-1,377
-3% -$14.9K 0.06% 319
2021
Q2
$581K Buy
50,769
+3,707
+8% +$42.4K 0.07% 303
2021
Q1
$580K Buy
47,062
+28,732
+157% +$354K 0.08% 280
2020
Q4
$217K Buy
18,330
+587
+3% +$6.95K 0.03% 542
2020
Q3
$184K Buy
+17,743
New +$184K 0.03% 528
2019
Q2
Sell
-146
Closed -$2K 1927
2019
Q1
$2K Hold
146
﹤0.01% 1959
2018
Q4
$2K Hold
146
﹤0.01% 1941
2018
Q3
$2K Hold
146
﹤0.01% 2101
2018
Q2
$2K Hold
146
﹤0.01% 2045
2018
Q1
$2K Hold
146
﹤0.01% 2023
2017
Q4
$3K Buy
+146
New +$3K ﹤0.01% 1954