Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$566K Buy
22,902
+8,806
+62% +$218K 0.05% 394
2022
Q3
$373K Sell
14,096
-762
-5% -$20.2K 0.05% 469
2022
Q2
$303K Sell
14,858
-298
-2% -$6.08K 0.03% 501
2022
Q1
$540K Sell
15,156
-452
-3% -$16.1K 0.05% 457
2021
Q4
$654K Buy
15,608
+6,140
+65% +$257K 0.06% 432
2021
Q3
$424K Buy
9,468
+6,848
+261% +$307K 0.04% 493
2021
Q2
$131K Buy
2,620
+12
+0.5% +$600 0.01% 573
2021
Q1
$142K Sell
2,608
-4,462
-63% -$243K 0.01% 572
2020
Q4
$360K Buy
7,070
+4,447
+170% +$226K 0.04% 493
2020
Q3
$96K Buy
2,623
+52
+2% +$1.9K 0.01% 584
2020
Q2
$80K Sell
2,571
-69
-3% -$2.15K 0.01% 590
2020
Q1
$131K Sell
2,640
-13
-0.5% -$645 0.02% 534
2019
Q4
$79K Hold
2,653
0.01% 624
2019
Q3
$81K Hold
2,653
0.01% 616
2019
Q2
$123K Buy
+2,653
New +$123K 0.01% 583