Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-20,011
Closed -$641K 152
2022
Q1
$641K Sell
20,011
-2,077
-9% -$66.5K 0.12% 97
2021
Q4
$948K Sell
22,088
-64,692
-75% -$2.78M 0.18% 80
2021
Q3
$4.05M Buy
86,780
+25,622
+42% +$1.2M 0.63% 31
2021
Q2
$3.55M Sell
61,158
-532
-0.9% -$30.9K 0.58% 32
2021
Q1
$2.24M Buy
61,690
+52,696
+586% +$1.91M 0.4% 39
2020
Q4
$305K Buy
+8,994
New +$305K 0.06% 119