Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-744
Closed -$497K 110
2022
Q1
$497K Buy
744
+56
+8% +$37.4K 0.21% 76
2021
Q4
$548K Buy
688
+30
+5% +$23.9K 0.23% 71
2021
Q3
$490K Sell
658
-4
-0.6% -$2.98K 0.23% 72
2021
Q2
$457K Buy
662
+30
+5% +$20.7K 0.22% 72
2021
Q1
$390K Sell
632
-4
-0.6% -$2.47K 0.21% 75
2020
Q4
$310K Sell
636
-1
-0.2% -$487 0.19% 75
2020
Q3
$235K Buy
637
+1
+0.2% +$369 0.16% 78
2020
Q2
$234K Buy
+636
New +$234K 0.17% 75