Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$10K Hold
120
﹤0.01% 284
2022
Q2
$14K Sell
120
-103
-46% -$12K ﹤0.01% 286
2022
Q1
$24K Buy
223
+16
+8% +$1.72K 0.01% 224
2021
Q4
$25K Sell
207
-15,545
-99% -$1.88M 0.01% 221
2021
Q3
$2.33M Sell
15,752
-6,311
-29% -$934K 0.59% 69
2021
Q2
$5M Buy
22,063
+4,496
+26% +$1.02M 1.3% 23
2021
Q1
$3.98M Sell
17,567
-330
-2% -$74.8K 1.2% 56
2020
Q4
$4.17M Buy
17,897
+1,296
+8% +$302K 1.39% 27
2020
Q3
$4.88M Buy
16,601
+453
+3% +$133K 1.92% 8
2020
Q2
$3.48M Buy
16,148
+1,556
+11% +$336K 1.54% 17
2020
Q1
$2.84M Buy
14,592
+6,056
+71% +$1.18M 1.54% 10
2019
Q4
$1.81M Buy
8,536
+706
+9% +$150K 0.77% 67
2019
Q3
$1.31M Buy
7,830
+994
+15% +$166K 0.64% 69
2019
Q2
$1.16M Buy
6,836
+2,310
+51% +$391K 0.6% 71
2019
Q1
$826K Buy
4,526
+2,446
+118% +$446K 0.51% 51
2018
Q4
$285K Buy
+2,080
New +$285K 0.23% 90