Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-9,583
Closed -$310K 250
2022
Q1
$310K Sell
9,583
-21,075
-69% -$682K 0.02% 174
2021
Q4
$1.17M Buy
30,658
+1,229
+4% +$46.9K 0.07% 106
2021
Q3
$982K Buy
29,429
+3,137
+12% +$105K 0.06% 117
2021
Q2
$894K Buy
26,292
+2,708
+11% +$92.1K 0.06% 122
2021
Q1
$719K Buy
23,584
+3,994
+20% +$122K 0.05% 110
2020
Q4
$548K Buy
+19,590
New +$548K 0.04% 120