Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-45,248
Closed -$1.14M 224
2022
Q3
$1.14M Buy
45,248
+8,924
+25% +$224K 0.25% 89
2022
Q2
$1.3M Buy
36,324
+958
+3% +$34.2K 0.28% 78
2022
Q1
$2.14M Buy
+35,366
New +$2.14M 0.48% 47
2019
Q2
Sell
-38,380
Closed -$2.64M 71
2019
Q1
$2.64M Buy
+38,380
New +$2.64M 1.27% 31