Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$2.29M Buy
2,943
+1,333
+83% +$1.04M 2.92% 10
2022
Q3
$401K Hold
1,610
0.42% 45
2022
Q2
$241K Buy
1,610
+805
+100% +$121K 0.23% 63
2022
Q1
$380K Hold
805
0.3% 58
2021
Q4
$367K Hold
805
0.26% 66
2021
Q3
$542K Buy
805
+250
+45% +$168K 0.42% 50
2021
Q2
$941K Buy
555
+12
+2% +$20.3K 0.67% 41
2021
Q1
$1.05M Sell
543
-207
-28% -$401K 0.85% 30
2020
Q4
$1.28M Buy
+750
New +$1.28M 1.12% 25