Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$295K Buy
3,269
+18
+0.6% +$1.62K 0.1% 60
2022
Q1
$305K Buy
3,251
+16
+0.5% +$1.5K 0.09% 64
2021
Q4
$288K Sell
3,235
-44
-1% -$3.92K 0.09% 61
2021
Q3
$266K Buy
3,279
+140
+4% +$11.4K 0.1% 59
2021
Q2
$251K Buy
3,139
+518
+20% +$41.4K 0.11% 63
2021
Q1
$213K Buy
2,621
+18
+0.7% +$1.46K 0.11% 75
2020
Q4
$203K Sell
2,603
-643
-20% -$50.1K 0.12% 71
2020
Q3
$257K Buy
3,246
+20
+0.6% +$1.58K 0.17% 59
2020
Q2
$239K Buy
+3,226
New +$239K 0.19% 56
2019
Q4
$243K Buy
+3,180
New +$243K 0.21% 61