Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$375K Buy
3,324
+92
+3% +$10.4K 0.04% 445
2022
Q3
$313K Sell
3,232
-168
-5% -$16.3K 0.04% 489
2022
Q2
$317K Sell
3,400
-68
-2% -$6.34K 0.04% 496
2022
Q1
$368K Sell
3,468
-100
-3% -$10.6K 0.04% 495
2021
Q4
$395K Hold
3,568
0.04% 510
2021
Q3
$339K Sell
3,568
-36
-1% -$3.42K 0.03% 513
2021
Q2
$344K Buy
3,604
+16
+0.4% +$1.53K 0.03% 506
2021
Q1
$306K Hold
3,588
0.03% 525
2020
Q4
$317K Sell
3,588
-20
-0.6% -$1.77K 0.03% 514
2020
Q3
$300K Buy
3,608
+68
+2% +$5.65K 0.03% 494
2020
Q2
$236K Sell
3,540
-92
-3% -$6.13K 0.03% 509
2020
Q1
$73K Sell
3,632
-28
-0.8% -$563 0.01% 594
2019
Q4
$246K Hold
3,660
0.03% 522
2019
Q3
$245K Hold
3,660
0.03% 502
2019
Q2
$217K Sell
3,660
-5,376
-59% -$319K 0.02% 538
2019
Q1
$457K Sell
9,036
-7,304
-45% -$369K 0.04% 470
2018
Q4
$686K Buy
+16,340
New +$686K 0.09% 314