Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$121K Hold
454
0.05% 362
2022
Q3
$112K Sell
454
-599
-57% -$148K 0.05% 357
2022
Q2
$224K Hold
1,053
0.09% 295
2022
Q1
$343K Hold
1,053
0.14% 244
2021
Q4
$564K Buy
1,053
+726
+222% +$389K 0.23% 144
2021
Q3
$218K Hold
327
0.09% 319
2021
Q2
$222K Sell
327
-1,639
-83% -$1.11M 0.08% 339
2021
Q1
$1.17M Sell
1,966
-1,835
-48% -$1.09M 0.46% 44
2020
Q4
$1.7M Buy
+3,801
New +$1.7M 0.59% 42