Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,932
Closed -$204K 76
2022
Q1
$204K Buy
3,932
+22
+0.6% +$1.14K 0.06% 75
2021
Q4
$231K Buy
+3,910
New +$231K 0.07% 72
2021
Q3
Sell
-5,440
Closed -$213K 70
2021
Q2
$213K Sell
5,440
-675
-11% -$26.4K 0.09% 68
2021
Q1
$222K Buy
6,115
+229
+4% +$8.31K 0.11% 71
2020
Q4
$217K Sell
5,886
-435
-7% -$16K 0.12% 68
2020
Q3
$220K Buy
+6,321
New +$220K 0.15% 63
2019
Q4
$423K Buy
+11,495
New +$423K 0.37% 50