Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-9,273
Closed -$1.09M 230
2022
Q1
$1.09M Sell
9,273
-12,506
-57% -$1.47M 0.43% 61
2021
Q4
$4.01M Buy
+21,779
New +$4.01M 0.95% 33
2021
Q3
Sell
-10,720
Closed -$4.15M 224
2021
Q2
$4.15M Sell
10,720
-2,818
-21% -$1.09M 1.26% 20
2021
Q1
$4.35M Buy
+13,538
New +$4.35M 1.55% 21