Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-15,077
Closed -$1.44M 232
2021
Q4
$1.44M Buy
15,077
+12,097
+406% +$1.15M 0.24% 63
2021
Q3
$262K Buy
2,980
+321
+12% +$28.2K 0.02% 237
2021
Q2
$261K Sell
2,659
-30,619
-92% -$3.01M 0.03% 194
2021
Q1
$3.29M Sell
33,278
-1,005
-3% -$99.2K 0.55% 35
2020
Q4
$3.33M Buy
+34,283
New +$3.33M 0.34% 75
2019
Q2
Sell
-15,595
Closed -$982K 456
2019
Q1
$982K Sell
15,595
-3,983
-20% -$251K 0.08% 178
2018
Q4
$1.21M Buy
+19,578
New +$1.21M 0.12% 298