Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$337K Sell
1,146
-1,270
-53% -$374K 0.03% 464
2022
Q3
$554K Sell
2,416
-130
-5% -$29.8K 0.07% 400
2022
Q2
$554K Sell
2,546
-2,470
-49% -$537K 0.06% 433
2022
Q1
$1.34M Sell
5,016
-151
-3% -$40.2K 0.13% 272
2021
Q4
$1.37M Hold
5,167
0.13% 271
2021
Q3
$1.47M Sell
5,167
-53
-1% -$15.1K 0.14% 241
2021
Q2
$1.43M Buy
5,220
+24
+0.5% +$6.58K 0.13% 242
2021
Q1
$1.36M Buy
5,196
+1,054
+25% +$275K 0.14% 244
2020
Q4
$1.06M Sell
4,142
-5,610
-58% -$1.43M 0.11% 301
2020
Q3
$2.31M Buy
9,752
+1,773
+22% +$419K 0.25% 96
2020
Q2
$1.55M Buy
7,979
+3,669
+85% +$713K 0.18% 176
2020
Q1
$251K Buy
4,310
+3,284
+320% +$191K 0.03% 477
2019
Q4
$176K Buy
+1,026
New +$176K 0.02% 559