Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-26,984
Closed -$1.79M 220
2021
Q4
$1.79M Sell
26,984
-93
-0.3% -$6.18K 0.19% 75
2021
Q3
$1.89M Sell
27,077
-1,120
-4% -$78K 0.21% 59
2021
Q2
$1.98M Sell
28,197
-63
-0.2% -$4.42K 0.22% 53
2021
Q1
$1.73M Buy
28,260
+3,180
+13% +$195K 0.21% 61
2020
Q4
$1.26M Buy
25,080
+3,340
+15% +$168K 0.19% 75
2020
Q3
$1.13M Buy
+21,740
New +$1.13M 0.19% 73