Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-310
Closed -$4K 1192
2021
Q4
$4K Buy
+310
New +$4K ﹤0.01% 1735
2019
Q3
Sell
-40,349
Closed -$2.01M 515
2019
Q2
$2.01M Buy
40,349
+3,300
+9% +$165K 0.21% 163
2019
Q1
$1.54M Buy
37,049
+3,295
+10% +$137K 0.17% 192
2018
Q4
$986K Buy
33,754
+8,996
+36% +$263K 0.13% 230
2018
Q3
$1.2M Buy
24,758
+4,429
+22% +$215K 0.14% 222
2018
Q2
$1.11M Buy
20,329
+1,887
+10% +$103K 0.14% 215
2018
Q1
$846K Buy
+18,442
New +$846K 0.12% 214