Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-9,664
Closed -$1.44M 94
2021
Q4
$1.44M Sell
9,664
-945
-9% -$140K 0.9% 44
2021
Q3
$1.56M Sell
10,609
-6
-0.1% -$879 1.01% 37
2021
Q2
$1.76M Buy
10,615
+317
+3% +$52.6K 1.11% 34
2021
Q1
$1.66M Buy
+10,298
New +$1.66M 1.12% 35