Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$175K Sell
4,588
-12
-0.3% -$457 0.02% 511
2022
Q3
$154K Sell
4,600
-252
-5% -$8.44K 0.02% 552
2022
Q2
$156K Sell
4,852
-98
-2% -$3.15K 0.02% 546
2022
Q1
$186K Sell
4,950
-98
-2% -$3.68K 0.02% 546
2021
Q4
$220K Hold
5,048
0.02% 558
2021
Q3
$184K Sell
5,048
-52
-1% -$1.9K 0.02% 555
2021
Q2
$174K Buy
5,100
+24
+0.5% +$819 0.02% 548
2021
Q1
$167K Hold
5,076
0.02% 562
2020
Q4
$165K Sell
5,076
-32
-0.6% -$1.04K 0.02% 569
2020
Q3
$138K Buy
5,108
+104
+2% +$2.81K 0.02% 554
2020
Q2
$120K Sell
5,004
-136
-3% -$3.26K 0.01% 567
2020
Q1
$395K Sell
5,140
-36
-0.7% -$2.77K 0.05% 412
2019
Q4
$140K Hold
5,176
0.01% 577
2019
Q3
$125K Hold
5,176
0.01% 565
2019
Q2
$124K Sell
5,176
-1,136
-18% -$27.2K 0.01% 581
2019
Q1
$149K Hold
6,312
0.01% 572
2018
Q4
$128K Buy
+6,312
New +$128K 0.02% 562