Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-875
Closed -$209K 121
2022
Q2
$209K Sell
875
-7
-0.8% -$1.67K 0.04% 142
2022
Q1
$280K Sell
882
-47
-5% -$14.9K 0.04% 163
2021
Q4
$373K Sell
929
-140
-13% -$56.2K 0.05% 145
2021
Q3
$364K Sell
1,069
-52
-5% -$17.7K 0.05% 143
2021
Q2
$389K Buy
1,121
+59
+6% +$20.5K 0.06% 145
2021
Q1
$361K Buy
1,062
+20
+2% +$6.8K 0.06% 148
2020
Q4
$379K Buy
1,042
+88
+9% +$32K 0.07% 132
2020
Q3
$312K Sell
954
-221
-19% -$72.3K 0.12% 68
2020
Q2
$342K Buy
+1,175
New +$342K 0.14% 63