Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-17,740
Closed -$562K 387
2021
Q4
$562K Sell
17,740
-18,288
-51% -$579K 0.07% 173
2021
Q3
$1.28M Buy
36,028
+4,870
+16% +$174K 0.16% 101
2021
Q2
$1.66M Sell
31,158
-15,389
-33% -$819K 0.22% 72
2021
Q1
$1.92M Buy
46,547
+17,786
+62% +$733K 0.43% 40
2020
Q4
$1.4M Buy
28,761
+4,366
+18% +$213K 0.39% 47
2020
Q3
$635K Buy
+24,395
New +$635K 0.21% 100