Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-5,761
Closed -$222K 264
2022
Q1
$222K Buy
+5,761
New +$222K 0.05% 232
2021
Q4
Sell
-4,530
Closed -$247K 265
2021
Q3
$247K Sell
4,530
-37
-0.8% -$2.02K 0.06% 233
2021
Q2
$274K Buy
4,567
+60
+1% +$3.6K 0.07% 225
2021
Q1
$289K Sell
4,507
-557
-11% -$35.7K 0.08% 221
2020
Q4
$249K Buy
5,064
+608
+14% +$29.9K 0.07% 219
2020
Q3
$1.3K Buy
+4,456
New +$1.3K 0.02% 217