Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$401K Sell
6,584
-14
-0.2% -$852 0.04% 438
2022
Q3
$435K Sell
6,598
-357
-5% -$23.5K 0.05% 448
2022
Q2
$629K Sell
6,955
-140
-2% -$12.7K 0.07% 412
2022
Q1
$684K Sell
7,095
-212
-3% -$20.4K 0.07% 419
2021
Q4
$951K Hold
7,307
0.09% 366
2021
Q3
$935K Sell
7,307
-75
-1% -$9.6K 0.09% 351
2021
Q2
$953K Buy
7,382
+33
+0.4% +$4.26K 0.09% 348
2021
Q1
$974K Buy
7,349
+1,025
+16% +$136K 0.1% 322
2020
Q4
$597K Sell
6,324
-35
-0.6% -$3.3K 0.06% 406
2020
Q3
$584K Buy
6,359
+126
+2% +$11.6K 0.06% 383
2020
Q2
$558K Sell
6,233
-8,475
-58% -$759K 0.06% 390
2020
Q1
$2.78M Sell
14,708
-113
-0.8% -$21.3K 0.38% 49
2019
Q4
$1.3M Hold
14,821
0.14% 268
2019
Q3
$1.3M Hold
14,821
0.14% 259
2019
Q2
$1.29M Sell
14,821
-3,244
-18% -$282K 0.13% 255
2019
Q1
$1.26M Buy
18,065
+5,574
+45% +$389K 0.12% 275
2018
Q4
$784K Buy
+12,491
New +$784K 0.11% 286