Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-5,891
Closed -$1.62M 130
2022
Q3
$1.62M Sell
5,891
-317
-5% -$87.2K 0.58% 39
2022
Q2
$2.27M Hold
6,208
0.79% 25
2022
Q1
$2.83M Sell
6,208
-25
-0.4% -$11.4K 0.82% 26
2021
Q4
$3.53M Buy
6,233
+2,627
+73% +$1.49M 0.96% 23
2021
Q3
$2.08M Buy
3,606
+593
+20% +$341K 0.71% 31
2021
Q2
$1.77M Sell
3,013
-829
-22% -$486K 0.69% 34
2021
Q1
$1.83M Buy
3,842
+1,667
+77% +$792K 0.77% 30
2020
Q4
$1.09M Buy
2,175
+1,050
+93% +$525K 0.46% 26
2020
Q3
$552K Hold
1,125
0.26% 51
2020
Q2
$490K Buy
+1,125
New +$490K 0.25% 51