Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$461K Sell
2,339
-526
-18% -$104K 0.16% 50
2022
Q1
$635K Buy
2,865
+4
+0.1% +$887 0.19% 51
2021
Q4
$620K Buy
2,861
+60
+2% +$13K 0.19% 45
2021
Q3
$624K Buy
2,801
+4
+0.1% +$891 0.25% 45
2021
Q2
$654K Sell
2,797
-49
-2% -$11.5K 0.28% 47
2021
Q1
$603K Buy
2,846
+229
+9% +$48.5K 0.31% 48
2020
Q4
$572K Buy
2,617
+147
+6% +$32.1K 0.33% 46
2020
Q3
$494K Buy
2,470
+39
+2% +$7.8K 0.33% 44
2020
Q2
$474K Buy
+2,431
New +$474K 0.38% 47
2019
Q4
$471K Buy
+2,496
New +$471K 0.41% 47