Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,395
Closed -$230K 343
2021
Q4
$230K Sell
1,395
-1
-0.1% -$165 0.02% 340
2021
Q3
$208K Sell
1,396
-1
-0.1% -$149 0.02% 329
2021
Q2
$220K Sell
1,397
-122
-8% -$19.2K 0.02% 323
2021
Q1
$216K Sell
1,519
-17
-1% -$2.42K 0.01% 364
2020
Q4
$200K Buy
+1,536
New +$200K 0.01% 363
2018
Q4
Sell
-2,531
Closed -$212K 420
2018
Q3
$212K Sell
2,531
-79
-3% -$6.62K 0.02% 415
2018
Q2
$239K Sell
2,610
-21
-0.8% -$1.92K 0.02% 389
2018
Q1
$224K Buy
+2,631
New +$224K 0.02% 389
2017
Q3
Sell
-2,293
Closed -$201K 325
2017
Q2
$201K Buy
+2,293
New +$201K 0.02% 339