Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$214K Sell
4,617
-11
-0.2% -$511 0.02% 497
2022
Q3
$199K Sell
4,628
-251
-5% -$10.8K 0.02% 537
2022
Q2
$225K Sell
4,879
-98
-2% -$4.52K 0.03% 527
2022
Q1
$291K Sell
4,977
-2,778
-36% -$162K 0.03% 524
2021
Q4
$577K Hold
7,755
0.05% 456
2021
Q3
$472K Sell
7,755
-79
-1% -$4.81K 0.05% 483
2021
Q2
$464K Buy
7,834
+35
+0.4% +$2.07K 0.04% 474
2021
Q1
$380K Hold
7,799
0.04% 507
2020
Q4
$315K Sell
7,799
-44
-0.6% -$1.78K 0.03% 516
2020
Q3
$269K Sell
7,843
-22,298
-74% -$765K 0.03% 501
2020
Q2
$931K Buy
30,141
+25,826
+599% +$798K 0.11% 281
2020
Q1
$743K Sell
4,315
-101
-2% -$17.4K 0.1% 283
2019
Q4
$129K Hold
4,416
0.01% 587
2019
Q3
$119K Sell
4,416
-5,681
-56% -$153K 0.01% 568
2019
Q2
$255K Sell
10,097
-2,210
-18% -$55.8K 0.03% 515
2019
Q1
$289K Buy
+12,307
New +$289K 0.03% 519