Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-49,670
Closed -$652K 1167
2022
Q2
$652K Sell
49,670
-3,223
-6% -$42.3K 0.01% 663
2022
Q1
$1.9M Buy
52,893
+4,513
+9% +$162K 0.01% 469
2021
Q4
$2.28M Buy
48,380
+10,943
+29% +$515K 0.01% 453
2021
Q3
$2.77M Sell
37,437
-171
-0.5% -$12.6K 0.02% 416
2021
Q2
$2.56M Buy
37,608
+3,230
+9% +$220K 0.02% 418
2021
Q1
$1.8M Sell
34,378
-7,539
-18% -$394K 0.01% 457
2020
Q4
$2.1M Buy
41,917
+5,343
+15% +$268K 0.02% 424
2020
Q3
$955K Buy
+36,574
New +$955K 0.01% 518