Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-33,130
Closed -$436K 166
2022
Q3
$436K Sell
33,130
-110
-0.3% -$1.45K 0.05% 142
2022
Q2
$441K Buy
33,240
+155
+0.5% +$2.06K 0.05% 148
2022
Q1
$1.27M Buy
33,085
+7,190
+28% +$276K 0.13% 109
2021
Q4
$1.11M Buy
25,895
+9,805
+61% +$419K 0.11% 125
2021
Q3
$862K Hold
16,090
0.09% 136
2021
Q2
$973K Hold
16,090
0.11% 129
2021
Q1
$1.02M Buy
+16,090
New +$1.02M 0.13% 119