Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$121K Sell
391
-502
-56% -$156K 0.01% 535
2022
Q3
$294K Sell
893
-48
-5% -$15.8K 0.04% 497
2022
Q2
$263K Sell
941
-18
-2% -$5.03K 0.03% 513
2022
Q1
$332K Sell
959
-28
-3% -$9.69K 0.03% 508
2021
Q4
$409K Sell
987
-589
-37% -$244K 0.04% 504
2021
Q3
$781K Buy
1,576
+580
+58% +$287K 0.08% 391
2021
Q2
$362K Buy
996
+5
+0.5% +$1.82K 0.03% 500
2021
Q1
$366K Sell
991
-552
-36% -$204K 0.04% 515
2020
Q4
$697K Buy
1,543
+546
+55% +$247K 0.07% 380
2020
Q3
$310K Buy
997
+19
+2% +$5.91K 0.03% 487
2020
Q2
$303K Sell
978
-25
-2% -$7.75K 0.03% 494
2020
Q1
$286K Sell
1,003
-7
-0.7% -$2K 0.04% 457
2019
Q4
$267K Hold
1,010
0.03% 508
2019
Q3
$212K Buy
1,010
+499
+98% +$105K 0.02% 519
2019
Q2
$116K Buy
+511
New +$116K 0.01% 598