Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-34,753
Closed -$3M 204
2021
Q4
$3M Buy
34,753
+7,571
+28% +$654K 0.86% 34
2021
Q3
$2.21M Buy
27,182
+200
+0.7% +$16.3K 0.68% 41
2021
Q2
$1.89M Buy
26,982
+652
+2% +$45.6K 0.57% 41
2021
Q1
$1.84M Buy
+26,330
New +$1.84M 0.57% 40
2019
Q3
Sell
-53,356
Closed -$3.3M 134
2019
Q2
$3.3M Buy
+53,356
New +$3.3M 2.05% 16