Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$261K Sell
1,079
-2,630
-71% -$636K 0.18% 78
2021
Q4
$834K Sell
3,709
-89
-2% -$20K 0.1% 91
2021
Q3
$808K Sell
3,798
-166
-4% -$35.3K 0.1% 87
2021
Q2
$966K Buy
3,964
+204
+5% +$49.7K 0.12% 78
2021
Q1
$935K Sell
3,760
-523
-12% -$130K 0.12% 71
2020
Q4
$985K Sell
4,283
-853
-17% -$196K 0.13% 76
2020
Q3
$1.31M Sell
5,136
-1,074
-17% -$273K 0.16% 70
2020
Q2
$1.47M Sell
6,210
-1,149
-16% -$271K 0.2% 77
2020
Q1
$1.49M Buy
+7,359
New +$1.49M 0.24% 75