Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-7,296
Closed -$965K 125
2022
Q1
$965K Sell
7,296
-250
-3% -$33.1K 0.52% 75
2021
Q4
$1.12M Sell
7,546
-5,157
-41% -$767K 0.39% 85
2021
Q3
$1.95M Buy
12,703
+558
+5% +$85.8K 0.65% 66
2021
Q2
$2.48M Sell
12,145
-551
-4% -$112K 0.91% 52
2021
Q1
$2.76M Buy
12,696
+8,892
+234% +$1.93M 1.23% 31
2020
Q4
$823K Buy
+3,804
New +$823K 0.4% 78