Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,283
Closed -$98K 491
2021
Q4
$98K Buy
+5,283
New +$98K 0.02% 186
2021
Q3
Sell
-9,569
Closed -$208K 142
2021
Q2
$208K Buy
+9,569
New +$208K 0.06% 130
2021
Q1
Sell
-10,603
Closed -$230K 135
2020
Q4
$230K Buy
10,603
+469
+5% +$10.2K 0.08% 120
2020
Q3
$218K Sell
10,134
-2,558
-20% -$55K 0.09% 115
2020
Q2
$290K Sell
12,692
-1,546
-11% -$35.3K 0.14% 97
2020
Q1
$313K Buy
14,238
+255
+2% +$5.61K 0.21% 87
2019
Q4
$413K Sell
13,983
-231
-2% -$6.82K 0.23% 78
2019
Q3
$406K Buy
+14,214
New +$406K 0.24% 82
2019
Q1
$336K Buy
+14,175
New +$336K 0.25% 74