Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$1M Buy
4,446
+2,193
+97% +$494K 0.03% 259
2022
Q2
$548K Buy
+2,253
New +$548K 0.02% 340
2021
Q1
Sell
-1,150
Closed -$264K 300
2020
Q4
$264K Sell
1,150
-2,847
-71% -$654K 0.02% 214
2020
Q3
$1.02M Buy
+3,997
New +$1.02M 0.09% 127