Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,124
Closed -$354K 318
2021
Q4
$354K Sell
2,124
-796
-27% -$133K 0.03% 180
2021
Q3
$424K Sell
2,920
-29
-1% -$4.21K 0.05% 161
2021
Q2
$456K Buy
2,949
+246
+9% +$38K 0.05% 160
2021
Q1
$359K Sell
2,703
-342
-11% -$45.4K 0.04% 170
2020
Q4
$431K Sell
3,045
-308
-9% -$43.6K 0.05% 139
2020
Q3
$421K Hold
3,353
0.06% 118
2020
Q2
$329K Buy
3,353
+594
+22% +$58.3K 0.05% 117
2020
Q1
$228K Sell
2,759
-15,356
-85% -$1.27M 0.03% 118
2019
Q4
$1.84M Buy
18,115
+2,160
+14% +$219K 0.22% 39
2019
Q3
$1.5M Buy
15,955
+6,424
+67% +$604K 0.2% 38
2019
Q2
$834K Buy
+9,531
New +$834K 0.11% 59