Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,558
Closed -$206K 254
2022
Q1
$206K Buy
3,558
+78
+2% +$4.52K 0.05% 240
2021
Q4
$230K Sell
3,480
-60
-2% -$3.97K 0.05% 236
2021
Q3
$247K Hold
3,540
0.06% 232
2021
Q2
$250K Sell
3,540
-141
-4% -$9.96K 0.06% 231
2021
Q1
$225K Buy
+3,681
New +$225K 0.06% 238
2020
Q4
Sell
-3,811
Closed -$1.72K 299
2020
Q3
$1.72K Buy
+3,811
New +$1.72K 0.03% 199
2018
Q4
Sell
-6,923
Closed -$231K 209
2018
Q3
$231K Buy
+6,923
New +$231K 0.11% 201
2018
Q2
Sell
-6,136
Closed -$247K 208
2018
Q1
$247K Buy
+6,136
New +$247K 0.15% 157