Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$709K Buy
9,957
+605
+6% +$43.1K 0.07% 360
2022
Q3
$804K Sell
9,352
-380
-4% -$32.7K 0.1% 317
2022
Q2
$679K Buy
9,732
+804
+9% +$56.1K 0.08% 394
2022
Q1
$1.03M Buy
8,928
+1,187
+15% +$137K 0.1% 337
2021
Q4
$1.46M Buy
7,741
+981
+15% +$185K 0.14% 251
2021
Q3
$1.76M Sell
6,760
-3,333
-33% -$867K 0.17% 193
2021
Q2
$2.94M Sell
10,093
-1,612
-14% -$470K 0.27% 79
2021
Q1
$2.84M Buy
11,705
+449
+4% +$109K 0.29% 70
2020
Q4
$2.64M Sell
11,256
-950
-8% -$222K 0.27% 81
2020
Q3
$2.41M Sell
12,206
-78
-0.6% -$15.4K 0.26% 88
2020
Q2
$2.14M Buy
12,284
+1,133
+10% +$197K 0.24% 105
2020
Q1
$586K Sell
11,151
-3,742
-25% -$197K 0.08% 343
2019
Q4
$1.61M Buy
14,893
+2,228
+18% +$241K 0.17% 206
2019
Q3
$1.31M Sell
12,665
-11,467
-48% -$1.19M 0.14% 256
2019
Q2
$2.76M Sell
24,132
-2,372
-9% -$271K 0.29% 72
2019
Q1
$2.75M Buy
26,504
+20,682
+355% +$2.15M 0.26% 111
2018
Q4
$490K Buy
+5,822
New +$490K 0.07% 378