Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-9,359
Closed -$2.3M 1251
2022
Q3
$2.3M Buy
9,359
+642
+7% +$158K 0.04% 353
2022
Q2
$2.16M Buy
8,717
+1,200
+16% +$297K 0.04% 356
2022
Q1
$2.49M Buy
7,517
+129
+2% +$42.7K 0.04% 323
2021
Q4
$2.65M Buy
7,388
+547
+8% +$196K 0.04% 317
2021
Q3
$2.23M Sell
6,841
-195
-3% -$63.5K 0.04% 328
2021
Q2
$2.2M Buy
7,036
+512
+8% +$160K 0.04% 349
2021
Q1
$2.08M Sell
6,524
-12
-0.2% -$3.82K 0.04% 310
2020
Q4
$2.12M Buy
6,536
+93
+1% +$30.2K 0.05% 306
2020
Q3
$1.79M Buy
6,443
+44
+0.7% +$12.2K 0.04% 307
2020
Q2
$1.55M Buy
+6,399
New +$1.55M 0.04% 302