Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-5,723
Closed -$1.41M 436
2022
Q3
$1.41M Sell
5,723
-139
-2% -$34.1K 0.09% 93
2022
Q2
$1.45M Sell
5,862
-889
-13% -$220K 0.08% 113
2022
Q1
$2.24M Sell
6,751
-10,108
-60% -$3.35M 0.1% 96
2021
Q4
$6.06M Buy
16,859
+1,898
+13% +$682K 0.29% 51
2021
Q3
$4.87M Buy
14,961
+2,904
+24% +$945K 0.28% 60
2021
Q2
$3.79M Buy
12,057
+1,314
+12% +$413K 0.26% 59
2021
Q1
$3.42M Buy
10,743
+3,618
+51% +$1.15M 0.49% 51
2020
Q4
$2.32M Buy
+7,125
New +$2.32M 0.27% 55