Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$598K Buy
3,901
+58
+2% +$8.89K 0.2% 46
2022
Q1
$623K Buy
3,843
+25
+0.7% +$4.05K 0.18% 52
2021
Q4
$517K Buy
3,818
+30
+0.8% +$4.06K 0.16% 50
2021
Q3
$409K Sell
3,788
-104
-3% -$11.2K 0.16% 52
2021
Q2
$438K Sell
3,892
-1,252
-24% -$141K 0.19% 52
2021
Q1
$557K Sell
5,144
-315
-6% -$34.1K 0.28% 49
2020
Q4
$585K Sell
5,459
-202
-4% -$21.6K 0.34% 44
2020
Q3
$496K Sell
5,661
-811
-13% -$71.1K 0.33% 43
2020
Q2
$643K Buy
+6,472
New +$643K 0.51% 43
2019
Q4
$679K Buy
+7,641
New +$679K 0.59% 40