Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,805
Closed -$1.27M 86
2021
Q4
$1.27M Buy
5,805
+15
+0.3% +$3.27K 0.77% 52
2021
Q3
$1.64M Buy
5,790
+33
+0.6% +$9.36K 0.91% 48
2021
Q2
$1.58M Buy
5,757
+397
+7% +$109K 0.89% 51
2021
Q1
$1.23M Sell
5,360
-172
-3% -$39.5K 0.79% 50
2020
Q4
$1.49M Sell
5,532
-8
-0.1% -$2.15K 0.93% 44
2020
Q3
$1.31M Buy
5,540
+235
+4% +$55.5K 0.93% 48
2020
Q2
$1.21M Sell
5,305
-211
-4% -$48.1K 1.03% 44
2020
Q1
$977K Buy
+5,516
New +$977K 0.91% 44