Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-18,028
Closed -$1.04M 634
2022
Q1
$1.04M Buy
+18,028
New +$1.04M 0.1% 180
2021
Q2
Sell
-2,601
Closed -$219K 483
2021
Q1
$219K Sell
2,601
-1,329
-34% -$112K 0.04% 377
2020
Q4
$345K Buy
3,930
+347
+10% +$30.5K 0.08% 248
2020
Q3
$278K Buy
+3,583
New +$278K 0.09% 244