Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$422K Buy
1,728
+30
+2% +$7.34K 0.04% 431
2022
Q3
$343K Sell
1,698
-94
-5% -$19K 0.04% 476
2022
Q2
$356K Sell
1,792
-36
-2% -$7.15K 0.04% 487
2022
Q1
$488K Sell
1,828
-56
-3% -$15K 0.05% 471
2021
Q4
$503K Hold
1,884
0.05% 474
2021
Q3
$496K Sell
1,884
-1,728
-48% -$455K 0.05% 474
2021
Q2
$938K Sell
3,612
-85
-2% -$22.1K 0.09% 357
2021
Q1
$900K Buy
3,697
+57
+2% +$13.9K 0.09% 339
2020
Q4
$891K Sell
3,640
-258
-7% -$63.2K 0.09% 340
2020
Q3
$812K Buy
3,898
+42
+1% +$8.75K 0.09% 323
2020
Q2
$695K Sell
3,856
-698
-15% -$126K 0.08% 353
2020
Q1
$878K Sell
4,554
-1,122
-20% -$216K 0.12% 244
2019
Q4
$1.19M Sell
5,676
-243
-4% -$51K 0.13% 296
2019
Q3
$1.28M Buy
5,919
+2,274
+62% +$492K 0.13% 269
2019
Q2
$749K Sell
3,645
-796
-18% -$164K 0.08% 387
2019
Q1
$877K Sell
4,441
-3,789
-46% -$748K 0.08% 358
2018
Q4
$1.29M Buy
+8,230
New +$1.29M 0.18% 173