Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$119K Sell
803
-2,051
-72% -$303K 0.01% 539
2022
Q3
$402K Sell
2,854
-154
-5% -$21.7K 0.05% 454
2022
Q2
$393K Sell
3,008
-7,776
-72% -$1.02M 0.04% 479
2022
Q1
$1.57M Buy
10,784
+5,548
+106% +$807K 0.16% 224
2021
Q4
$1.53M Sell
5,236
-4,947
-49% -$1.45M 0.14% 239
2021
Q3
$2.76M Sell
10,183
-1,249
-11% -$338K 0.27% 90
2021
Q2
$2.77M Buy
11,432
+52
+0.5% +$12.6K 0.26% 92
2021
Q1
$2.61M Buy
11,380
+2,751
+32% +$632K 0.26% 90
2020
Q4
$2.32M Sell
8,629
-4,301
-33% -$1.15M 0.24% 118
2020
Q3
$3.05M Buy
12,930
+1,122
+10% +$265K 0.33% 57
2020
Q2
$2.69M Buy
+11,808
New +$2.69M 0.31% 62