Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,784
Closed -$1.23M 7
2022
Q1
$1.23M Buy
3,784
+43
+1% +$14K 0.37% 66
2021
Q4
$1.12M Sell
3,741
-30
-0.8% -$9.01K 0.3% 73
2021
Q3
$1.08M Buy
3,771
+345
+10% +$98.6K 0.34% 70
2021
Q2
$818K Buy
3,426
+324
+10% +$77.4K 0.26% 75
2021
Q1
$714K Buy
3,102
+476
+18% +$110K 0.26% 71
2020
Q4
$555K Sell
2,626
-90
-3% -$19K 0.21% 81
2020
Q3
$560K Buy
+2,716
New +$560K 0.24% 70