Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$104K Sell
3,555
-17,375
-83% -$508K 0.01% 560
2022
Q3
$530K Sell
20,930
-16,298
-44% -$413K 0.06% 407
2022
Q2
$1.01M Sell
37,228
-746
-2% -$20.2K 0.11% 307
2022
Q1
$1.08M Sell
37,974
-1,131
-3% -$32.3K 0.11% 320
2021
Q4
$1.18M Hold
39,105
0.11% 320
2021
Q3
$1.09M Sell
39,105
-397
-1% -$11.1K 0.11% 311
2021
Q2
$1.1M Buy
39,502
+177
+0.5% +$4.95K 0.1% 297
2021
Q1
$1.13M Hold
39,325
0.11% 282
2020
Q4
$1.11M Sell
39,325
-223
-0.6% -$6.28K 0.11% 293
2020
Q3
$1.08M Buy
39,548
+779
+2% +$21.2K 0.12% 265
2020
Q2
$1M Sell
38,769
-29,205
-43% -$755K 0.11% 258
2020
Q1
$1.23M Sell
67,974
-522
-0.8% -$9.47K 0.17% 164
2019
Q4
$2.46M Sell
68,496
-12,219
-15% -$438K 0.26% 111
2019
Q3
$2.54M Hold
80,715
0.26% 95
2019
Q2
$2.5M Sell
80,715
-10,047
-11% -$312K 0.26% 98
2019
Q1
$2.88M Buy
90,762
+9,052
+11% +$287K 0.27% 101
2018
Q4
$2.32M Buy
+81,710
New +$2.32M 0.32% 74