Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$190K Sell
2,179
-5
-0.2% -$437 0.02% 503
2022
Q3
$164K Sell
2,184
-120
-5% -$9.01K 0.02% 547
2022
Q2
$206K Sell
2,304
-47
-2% -$4.2K 0.02% 534
2022
Q1
$277K Sell
2,351
-1,648
-41% -$194K 0.03% 528
2021
Q4
$653K Hold
3,999
0.06% 433
2021
Q3
$436K Sell
3,999
-41
-1% -$4.47K 0.04% 491
2021
Q2
$541K Buy
4,040
+18
+0.4% +$2.41K 0.05% 448
2021
Q1
$489K Sell
4,022
-5,725
-59% -$696K 0.05% 467
2020
Q4
$1.17M Sell
9,747
-778
-7% -$93.2K 0.12% 279
2020
Q3
$836K Buy
10,525
+2,892
+38% +$230K 0.09% 318
2020
Q2
$645K Buy
7,633
+5,990
+365% +$506K 0.07% 365
2020
Q1
$892K Sell
1,643
-39
-2% -$21.2K 0.12% 235
2019
Q4
$115K Buy
+1,682
New +$115K 0.01% 599