Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$1.23M Buy
58,226
+9,313
+19% +$196K 0.12% 245
2022
Q3
$958K Sell
48,913
-2,638
-5% -$51.7K 0.12% 278
2022
Q2
$1.6M Sell
51,551
-1,033
-2% -$32.1K 0.18% 181
2022
Q1
$1.78M Sell
52,584
-10,915
-17% -$369K 0.18% 187
2021
Q4
$2.68M Buy
63,499
+50,690
+396% +$2.14M 0.25% 102
2021
Q3
$523K Buy
12,809
+7,019
+121% +$287K 0.05% 464
2021
Q2
$205K Buy
5,790
+26
+0.5% +$921 0.02% 535
2021
Q1
$166K Hold
5,764
0.02% 563
2020
Q4
$162K Sell
5,764
-33
-0.6% -$927 0.02% 570
2020
Q3
$130K Buy
5,797
+115
+2% +$2.58K 0.01% 556
2020
Q2
$97K Buy
+5,682
New +$97K 0.01% 580