Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$1.64M Buy
7,864
+262
+3% +$54.5K 0.16% 189
2022
Q3
$1.66M Sell
7,602
-411
-5% -$89.7K 0.2% 140
2022
Q2
$1.68M Sell
8,013
-161
-2% -$33.7K 0.19% 170
2022
Q1
$1.98M Sell
8,174
-244
-3% -$59.2K 0.2% 160
2021
Q4
$2.19M Hold
8,418
0.2% 151
2021
Q3
$2.22M Sell
8,418
-3,791
-31% -$999K 0.21% 141
2021
Q2
$3.01M Buy
12,209
+54
+0.4% +$13.3K 0.28% 75
2021
Q1
$2.36M Buy
12,155
+3,241
+36% +$629K 0.24% 118
2020
Q4
$1.89M Sell
8,914
-50
-0.6% -$10.6K 0.2% 164
2020
Q3
$1.54M Buy
8,964
+177
+2% +$30.3K 0.17% 185
2020
Q2
$1.69M Buy
8,787
+1,509
+21% +$290K 0.19% 147
2020
Q1
$593K Buy
7,278
+2,057
+39% +$168K 0.08% 338
2019
Q4
$809K Sell
5,221
-3,318
-39% -$514K 0.08% 375
2019
Q3
$1.15M Hold
8,539
0.12% 288
2019
Q2
$1.04M Sell
8,539
-3,598
-30% -$439K 0.11% 301
2019
Q1
$1.26M Sell
12,137
-2,220
-15% -$231K 0.12% 274
2018
Q4
$1.64M Buy
+14,357
New +$1.64M 0.23% 132