Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-15,635
Closed -$279K 62
2022
Q1
$279K Sell
15,635
-927
-6% -$16.5K 0.15% 46
2021
Q4
$308K Sell
16,562
-2,915
-15% -$54.2K 0.16% 46
2021
Q3
$397K Sell
19,477
-1,496
-7% -$30.5K 0.23% 36
2021
Q2
$456K Sell
20,973
-1,523
-7% -$33.1K 0.26% 32
2021
Q1
$514K Buy
22,496
+2,648
+13% +$60.5K 0.34% 28
2020
Q4
$431K Buy
19,848
+1,828
+10% +$39.7K 0.23% 35
2020
Q3
$388K Buy
18,020
+625
+4% +$13.5K 0.2% 39
2020
Q2
$397K Sell
17,395
-805
-4% -$18.4K 0.22% 34
2020
Q1
$401K Buy
18,200
+3,975
+28% +$87.6K 0.24% 37
2019
Q4
$420K Buy
+14,225
New +$420K 0.25% 32