Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-41,261
Closed -$1.15M 490
2022
Q2
$1.15M Buy
+41,261
New +$1.15M 0.47% 51
2022
Q1
Sell
-49,328
Closed -$1.88M 565
2021
Q4
$1.88M Buy
+49,328
New +$1.88M 0.75% 18
2021
Q1
Sell
-8,796
Closed -$336K 518
2020
Q4
$336K Buy
+8,796
New +$336K 0.12% 206