Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$423K Sell
7,981
-1,618
-17% -$85.7K 0.03% 267
2022
Q3
$412K Hold
9,599
0.03% 243
2022
Q2
$445K Sell
9,599
-193
-2% -$8.95K 0.03% 239
2022
Q1
$512K Sell
9,792
-4,651
-32% -$243K 0.03% 226
2021
Q4
$831K Buy
14,443
+447
+3% +$25.7K 0.05% 109
2021
Q3
$675K Buy
13,996
+575
+4% +$27.7K 0.04% 118
2021
Q2
$621K Buy
13,421
+780
+6% +$36.1K 0.04% 126
2021
Q1
$480K Sell
12,641
-3,037
-19% -$115K 0.03% 137
2020
Q4
$385K Sell
15,678
-5,231
-25% -$128K 0.03% 149
2020
Q3
$259K Buy
+20,909
New +$259K 0.03% 177