Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$108K Sell
2,307
-11,703
-84% -$546K 0.01% 547
2022
Q3
$479K Buy
+14,010
New +$479K 0.06% 429
2020
Q2
Sell
-5,936
Closed -$339K 604
2020
Q1
$339K Sell
5,936
-45
-0.8% -$2.57K 0.05% 431
2019
Q4
$153K Hold
5,981
0.02% 571
2019
Q3
$153K Sell
5,981
-5,472
-48% -$140K 0.02% 549
2019
Q2
$332K Sell
11,453
-2,506
-18% -$72.6K 0.03% 485
2019
Q1
$484K Buy
13,959
+8,253
+145% +$286K 0.05% 463
2018
Q4
$150K Buy
+5,706
New +$150K 0.02% 536