Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-25,692
Closed -$1.05M 88
2022
Q1
$1.05M Buy
25,692
+344
+1% +$14K 0.54% 71
2021
Q4
$964K Sell
25,348
-6,260
-20% -$238K 0.59% 59
2021
Q3
$2.4M Buy
31,608
+5,232
+20% +$397K 1.33% 33
2021
Q2
$2.4M Buy
26,376
+1,424
+6% +$130K 1.36% 33
2021
Q1
$2.11M Sell
24,952
-1,496
-6% -$127K 1.36% 30
2020
Q4
$2.38M Sell
26,448
-75
-0.3% -$6.74K 1.49% 29
2020
Q3
$1.45M Buy
26,523
+44
+0.2% +$2.41K 1.03% 43
2020
Q2
$1.18M Buy
26,479
+861
+3% +$38.5K 1.01% 46
2020
Q1
$960K Buy
+25,618
New +$960K 0.89% 46